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Your account, users and security
Account and billing, users and teams, your profile, sign-in and two-factor authentication, security, and your firm's logo and letterhead.
7 articles
Dashboard and jobs
Your home screen and the jobs page: creating, finding and managing jobs, and updating them to newer templates.
14 articles
Working in a job
Everything inside a job, from planning and risk through workpapers, testing and the trial balance to review and rollover.
49 articles
Trial balance and adjustments
Importing and working with the trial balance, journal entries and misstatements.
10 articles
Templates and customisation
Customising templates and workpapers for your firm: adding pages, linking pages, documents, formatting and variables.
7 articles
Sharing Centre
Share pages, requests and files with your client in one place, and control who can open your links.
7 articles
Getting started
New to Audit Assistant? Start here. You'll also find what's changed in each release.
3 articles