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In this article
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- Create a new engagement based on an existing file
- View queries (the Query dashboard)
- Planning
- Add Author IDs
- Change engagement glossary terms and dynamic text
- File Preparation
- Import the client's data from a CSV or Excel file
- Create and resolve issues during version control comparison in financial statements
- Get started - enterprise authors
- https://portal.cpa.com/aa/das
- Index
- Maintenance
- Files
- Lock down the engagement
- Start an engagement
- Get started - Staff
- Policy responses
- Create an externally consolidated engagement
- Start the engagement
- Built-in roles
- Use non-consolidated balances in the financial statements
- Open and edit PDFs locally
- Risks
- Understanding
- Review & publish
- Copy Author IDs
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No thanks, I just want the file.