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- Add new Word and Excel documents
- Understand the trial balance dataset
- Add data in the financial statements tables
- Tax group assignment
- Tax groups
- Upload files to an entity
- Change personal preferences
- Get started - Staff
- Respond to a query
- Staff-Client collaboration workflow
- Send the query to contacts
- Respond to a query
- Tasks
- Install Extractly for your firm
- Deploy an Office Add-in using the admin center
- Provide feedback or request support
- View guidance information in the financial statements
- Financial Statements Preparation
- View and share financial statements
- Hide sublevel headings for notes
- Replace text and field placeholders in the financial statements
- Import the client's data from a CSV or Excel file
- English (US)
- Create a custom mapping file (.ini)
- Transfer engagements in bulk with CloudBridge
- Create a custom mapping file (.ini)
- What's New
- Start the engagement
- Get started - Staff
- Get Started
- Get started - Contact
- Import data from online accounting software
- Automated extraction
- Data match
- Validation and exception
- Redact information
- English (Canada)
- Français (Canada)
- Get started - Firm Administrator
- Get started - Staff
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No thanks, I just want the file.