Get started with CaseWare RCT

This feature is only available with CaseWare ReviewCompTax.

Learn more about CaseWare ReviewCompTax

To get started with CaseWare RCT, you need to:

  1. sign in to your CaseWare Cloud site.

  2. create a entity.

  3. create staff.

  4. create contacts.

  5. create the first engagement.

    To learn more, see Perform an engagement in CaseWare RCT.

  6. optimize your engagement.

  7. import the client's financial data.

  8. map the accounts.

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

Want the PDF version? click below.

CaseWare RCT Getting Started Guide (PDF)