Workpapers CS
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Click the links below to view video demonstrations of various processes.
Video: Downloading applications from our website (approx. 3 minutes)
Video: Exporting data to a Microsoft Excel file for tax reporting (approx. 2 minutes)
Video: Disconnecting and returning workpapers (approx. 5.5 minutes)
Video: Setting up a Chart of Accounts using segments and account groupings (approx. 6.5 minutes)
Video: Working in the Report Designer (approx. 10 minutes)
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