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Update your firm information
Set up permission groups
Add or update client information
Set up project templates
Add a project
Set up periods
Customize the appearance of Client Center
Configure email notifications
Give clients access to Client Center
Request documents
Verify tax year, period frequencies, and fiscal years
Set up Tickmarks
Manage trial balance views
Manage columns
Add/Edit accounts
Add/Edit comments
Add Tickmarks
Add WP reference
Import from a spreadsheet
Add adjustments
Add WP reference to adjustments
Set up and assign grouping codes
Run reports
Year End Close
Trial Balance overview
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