Get started with CaseWare RCT

Deze functie is alleen beschikbaar in CaseWare Samenstel.


To get started with CaseWare RCT:

  1. Log in op uw CaseWare Cloudomgeving.

  2. Create an entity.

  3. Create staff.

  4. Create contacts.

  5. Create the first engagement.

  6. Optimize your engagement.

  7. Import the client's financial data.

  8. Map the accounts.

For a detailed workflow description, see Perform an engagement in CaseWare RCT.

Want to watch the Get Started video series? click here.

Want the PDF version? click below.

CaseWare RCT Getting Started Guide (PDF)