• Setup
• Engagements
  • Automatic documents
  • Document Manager
  • Print and save
  • Create files
  • Imports
  • XBRL
  • Annotation
  • Issues
  • Roles
  • Accounts and balances
  • Journal entries
  • Mapping and grouping
• Practice

Engagements

Start a new engagement from scratch or from existing data, prepare your trial balance and submit content for review.

Document management

• Automatic documents
• Document Manager
• Print and save

File preparation

• Create files
• Imports
• XBRL

Review and sign-off

• Annotation
• Issues
• Roles

Trial balance

• Accounts and balances
• Journal entries
• Mapping and grouping