Wrap up the engagement

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:

  • Use the Permanent File Documents folder in the Documents page to upload these relevant permanent documents into Caseware PBC.

  • 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.

  • Download a reference copy of the engagement to share with the clients or to keep for your own records. The reference copy is a .zip file containing PDF copies of all the documents in your engagement. To download a reference copy, select Information () | Download reference copy.