Below are a few topics in Engagement that we have created best practice video guides for:

• How to open Engagement
• Exploring the fileroom view
• How to sync a client binder
• Creating a new client and binder
• Looking at a trial balance
• Importing to a trial balance
• How to use account groupings
• Creating journal entries
• Dyna-link from Engagement to Axcess Tax
• Checking Word and Excel Add-ins