Get started with CaseWare RCT

This topic applies to CaseWare ReviewCompTax.


Voordat gebruikers kunnen beginnen met werken via CaseWare Cloud moeten beheerders eerst een aantal stappen uitvoeren:

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)