Get started with CaseWare RCT

This feature is only available with CaseWare ReviewCompTax.

Learn more about CaseWare ReviewCompTax

To get started with CaseWare RCT:

  1. Sign in to your CaseWare Cloud site.

  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)