Browse articles Get started with Guided Assurance Show expandable text Hide expandable text Initial setup Update your firm information Set up permission groups Set up multi-factor authentication for staff and/or clients Add or update client information Set up periods Set up project templates Binder Install Onvio Link Binder templates Automatically roll a binder forward Upload documents Supported file types Scan documents Insert variables Update data Set up Checkpoint Engage integration Add Checkpoint Tools or Checkpoint Engage documents Sign off on workpapers Finalize a binder Roll the binder forward Contact us Contact Support Call 800-968-0600
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