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- Index
- Import the client's data from a CSV or Excel file
- Export data from Xero
- Understand the general ledger dataset
- Import data from online accounting software
- English (US)
- Manage access for Caseware Cloud apps
- https://portal.cpa.com/aa/onpoint-ebp
- Known Issues
- English (US)
- New in Caseware Taxflow
- New in OnPoint Audit
- Known issues
- Grant users and groups access to entities
- Grant users access to items in an entity
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