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- Import trial balance from an engagement
- Import the client's data
- Complete the engagement setup procedures
- English (US)
- Create client entities
- Entities
- Import the client's data from a CSV or Excel file
- Manage your imported data
- Files
- Activities
- English (US)
- English (US)
- Perform risk assessment
- https://portal.cpa.com/aa/onpoint-pcr
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