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- Complete the engagement setup procedures
- Accounting estimates
- Index
- Perform risk assessment
- Perform fieldwork
- OnPoint Audit
- Plan the engagement
- Import the client's data
- Frequently asked questions
- Edit the engagement letter
- English (US)
- Add identified risks
- Identify preliminary analytical procedures
- Transition guide—OnPoint Audit 2025 template
- Create an account for staff or contacts
- Staff and Contacts
- Create an account for staff or contacts
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