Engagement abschließen
Content in this topic requires Caseware PBC.
Now that you have collected the information and documents you need, you can wrap up the engagement.
To wrap up:
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Use the Permanent File Documents folder in the Documents page to upload these relevant permanent documents into Caseware PBC.
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Download a reference copy of the engagement to share with the clients or to keep for your own records. Die Referenzkopie ist eine Zip-Datei, die PDF-Kopien von allen Dokumenten in Ihrem Engagement beinhaltet. To download a reference copy, select Information (
) | Download reference copy.
Permanent documents are metadata information related to your client that doesn't change significantly from year to year, such as the client's business plan, organization chart and corporate bylaws.
