CaseWare ReviewCompTax (CW RCT) - Review, Compilation and Tax

CaseWare ReviewCompTax is a pure cloud-based solution for small and mid-sized Canadian firms to perform Review, Compilation and Tax engagements. It features a guided workflow that's tailored based on the type of engagement being performed.

Documents and content automatically populate in the engagement file based on the responses provided in checklists and the client’s financial data. Engagement team members and other stakeholders can modify the checklists and add additional steps, if needed. For each engagement type, the predefined checklist procedures meet the requirements of the relevant regulatory standards.

As you work through the engagement, you can assign tasks and document requests to client contacts and staff members, all without leaving the RCT interface.

CaseWare ReviewCompTax's content and workflows follow the CPA's PEG guidelines.

Visit the CaseWare RCT official product page to request a demo.

Download the below PDFs to learn more about PEG guidelines.