Aside from the PowerPoint training included in all our programs, you can also watch the recorded training webinars below.

Introduction / overview of AuditMate / AccountsMate

Customising for your practice

Learn how to:

Create your own Master templates
Apply your own logo images to the AuditMate working papers (branding)
Capture your letterhead as an image file (various ways to do this) and add it to various Word documents, the reports in Excel AFS etc.
Add/ tailor audit steps and checklists
Create a library of additional audit steps / checklists etc.
Incorporate selected items from the library in a client engagement
Format the AFS to apply your own style
Use some interesting Excel features

Preparing Annual Financial Statements

Using the HelpMate wizard to quickly produce the AFS.

Tailoring the AFS
Grouping accounts
Selecting and cusomising your Notes to AFS
Navigating the AFS with hyperlinks
Building notes details with linked formulas
Hidden and Revealed mode
Hiding rows with Skip Print Markers
Setting Page breaks in the Notes
Tweaking line heights
Using Print Preview to fine tune the AFS
Print to PDF
‘Draft’ watermark


Overview of ClientMate:Tax system

Update and New Features