Get started with Guided Assurance
You'll need to do the following to get started with Guided Assurance:
Initial setup
- Update your firm information.
- Set up permission groups.
- Set up multi-factor authentication for staff and clients.
- Add or update client information.
- Set up periods.
- Set up project templates.
You can do the following when working with binders in Guided Assurance:
Binders
- Install the Onvio Link.
- Use Binder templates.
- Automatically roll a binder forward.
- Upload documents to a binder with the supported file types.
- Scan documents to a binder.
- Insert variables to a binder.
- Set up Guided Assurance integration.
- Add Guided Assurance documents to a binder.
- Sign off on workpapers.
- Finalize a binder.
- Roll the binder forward.
