Getting Ready For Next Year

Once the engagement file is completed, the client file should be cleaned up, and you should perform a year-end close to prepare for the following year.

How Do I?

• Performing Year End Close
• Locking down the client file
• Cleaning up your client file
• Exporting documents as PDF files
• Updating the client file

More Info

• Getting Ready for Next Year
• Client File Updates

Reference

• Template Update dialog
• Settings dialog
• Document dialog
• Groupings dialog
• Procedures dialog