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Getting Started Guides

The following Guides are a Collection to help you setup the information in your account.

It is recommended that you setup clients, templates and familiarize yourself with the platform before creating your first engagement.

In this order, please review the following guides:

  1. How do I create and manage clients?
  2. How do I create and manage templates?
  3. How do I create an Engagement?
  4. How do I upload a Trial Balance?
  5. How do I manage my Trial Balance?
  6. How do I edit Financial Statements?