Get started with CaseWare RCT

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Before you get started with CaseWare RCT, you need to ensure that the following tasks are completed by your firm administrator:

To start, sign in to your firm’s CaseWare Cloud site and follow the below steps.

  1. Create the first engagement.

  2. Optimize your engagement.

  3. Import the client's financial data.

  4. Map the accounts.

For a detailed workflow description of CaseWare RCT, 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)