Standard reports in Client Access

Most of the standard reports are available to both you and your clients, but the following standard reports are only available for your firm.
  • All reports in the Firm folder
  • All reports in the Workpapers folder
  • All letters
  • Account Grouping List
  • Account Groupings
  • Account Segments
  • Adjusting Journal Entries
  • Client Information - Workpapers
  • Consolidated Account Groupings
  • Consolidated Adjusting Journal Entries
  • Consolidated Subsidiary Trial Balance
  • Consolidated Trial Balance - Condensed
  • Consolidated Trial Balance - Detailed
  • Consolidated Trial Balance Worksheet
  • Financial Statement Worksheet
  • Tax Code Groupings
  • Tax Code Worksheet
  • Tax Reconciliation Worksheet - Condensed
  • Tax Reconciliation Worksheet - Detailed
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