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- Support
- https://portal.cpa.com/aa/das
- Manage your imported data
- Import trial balance from an engagement
- Import the client's data
- Financial statement areas worksheet
- Risk Assessment
- Transition Guide - OnPoint Audit 2025 template
- Get Started
- Add a document reference in the query question
- Formatting and Display Options
- Letters and Memos
- Annotate a procedure or subprocedure
- Add or remove a link in the procedure description
- What is OnPoint DAS?
- Import the client's transactions and other subledger data from a CSV or Excel file
- Customize analytic tests
- Template setup
- Get started
- Group properties
- API Settings
- Generate a sample using the Random method
- Customize the financial statement settings
- Define components
- Edit table rows in the financial statements
- Customize the financial statements layout
- Customize the financial statements content
- Customize font sizes and spacing in the financial statements
- Change the display option for table rows
- Complete the Fieldwork Optimiser
- Perform fieldwork
- https://portal.cpa.com/aa/onpoint-pcr
- Add text in a letter or memo
- Add areas
- Financial Statements
- Authoring index.
- Manage the firm template
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