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Select a video to view a demonstration of common processes in Onvio Trial Balance.

Create a project using a binder template (3 minutes)

eSignatures for clients (2 minutes)

Using the Periods screen (5.5 minutes)

Import data

Import a spreadsheet (2.5 minutes)

Import a spreadsheet with mappings (3 minutes)

Import data from QuickBooks Online (4 minutes)

Work in the Trial Balance tab

Modify the Trial Balance (2.5 minutes)

Add adjustments to the Trial Balance (2.5 minutes)

Grouping schedules (2 minutes)

Tax grouping units (2 minutes)

Predictive tax code mapping (2.5 minutes)

Trial balance rounding (1.5 minutes)

Export Trial Balance data

Import the Trial Balance into UltraTax CS (1.5 minutes)

Import the Trial Balance into Onvio Tax (2.5 minutes)

Tax vendor export (2 minutes)

Get ready for next year

Year end close (3 minutes)

Roll forward a binder (2.5 minutes)

Add-ins

Add-ins for Microsoft Office (3.5 minutes)

Reporting

Reporting (1.5 minutes)