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- Use the Central Planning Hub
- Get started with the integrated apps portal (Microsoft)
- MyCaseware
- Manage access for Caseware Cloud apps
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate the Reply URL
- Create a consolidation engagement
- File Preparation
- What's new in Caseware Cloud Engagements
- Cloud Engagements 2025-09
- Cloud Engagements 2025-02
- What is Caseware Cloud Engagements?
- New in Caseware Cloud
- What is OnPoint PCR?
- New in Caseware PBC
- English (US)
- https://portal.cpa.com/aa/onpoint-pcr
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- Grant users access to items in an entity
- Grant client contacts access to entities
- Grant staff access to entities
- Support
- Custom Entity Properties
- Entities
- Get started with Cloud Connector
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