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Get started with CaseWare RCT

Here is what you need to do to get started with CaseWare RCT:

  1. sign in to your CaseWare Cloud site.

  2. create a 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.

Want the PDF version? click below.

CaseWare RCT Getting Started Guide (PDF)

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