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Installing components Details

Includes installing Add-Ins and other support files

Setting up and exploring your application Details

Includes security and administration, customizing your workspace, using and managing engagement templates, navigating in AdvanceFlow

Maintaining your engagements Details

Includes adding, deleting, and finalizing engagements; rolling engagements forward; using and managing engagement templates

Managing trial balance data Details

Includes importing and exporting trial balance data, adding account entries, viewing balance definitions, customizing trial balance views, managing account groupings, viewing tax codes, adding tax subcodes, viewing trial balance history, viewing net income information, adding tickmarks, adding workpaper references, consolidating trial balance data

Managing workpapers Details

Includes adding workpapers from external files, from GoFileRoom, from PPC SMART Practice Aids, or from AdvanceFlow reports; assigning workpapers; signing off on workpapers; creating and assigning notes; viewing workpaper history

Reporting Details

Includes Account Grouping reports, Chart of Account reports, and more

Troubleshooting Details

Includes contacting Support

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