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  1. Audit Assistant Support
  2. Knowledge Base
  3. Housekeeping

Housekeeping

Setting up and maintaining your account

  • User Profile Page
  • How to access Help and Support
  • Account owner
  • Account and billing
  • Sign-up, billing and service levels
  • Setting an alternative address to receive monthly invoices
  • Setting up and managing users
  • Log-in
  • Adding firm logos and letterhead
  • Security options
  • Links to standards (and mapping report)
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