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- Integrate single sign-on with ADFS
- Integrate single sign-on with Okta
- Frequently asked questions
- Integrate single sign-on
- View hidden rows and columns in a table in the financial statements
- Download a reference copy of an engagement
- View hidden rows and columns in a table
- Presentation and Formatting
- https://portal.cpa.com/aa/onpoint-pcr
- Final trial balance
- Set up the print options in the financial statements
- Customize the consolidation options in table columns
- English (US)
- Add an analysis section in the financial statements
- English (US)
- Test your single sign-on integration (ADFS, Entra ID)
- English (US)
- General audit procedures
- Perform a tax export
- Archive and lock down the engagement
- Completion
- Implement fund reporting
- Start the engagement
- Integrate single sign-on
- Customize rounding in the financial statements
- Add visibility settings in checklists
- Add visibility settings in financial statements
- Add table of contents in financial statements
- Add or remove a link in text sections in the financial statements
- Template setup
- Browse firm authoring topics
- Authoring
- Test your single sign-on integration
- Assign API permissions
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