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- Perform the acceptance and continuance
- Planning
- Get Started
- Import the client's data from a CSV or Excel file
- General ledger
- Import the client's data
- Copy risks, controls or checklists from other engagements
- Import from an online accounting software
- Add Web Services authorizations
- Import data from online accounting software
- Get technical support
- Release updates
- Fall 2025 release
- Known issues
- Financial statement areas worksheet
- Provide feedback or request support
- Support
- Activate your Firm Admin account
- https://admin.microsoft.com/
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