Get started with Caseware Taxflow - Contact

Note: Caseware Taxflow supports 2022 and 2023 tax exports for C-Corporations, S-Corporations and Partnerships for the following tax vendors:

  • CCH ProSystem fx® Tax

  • CCH Axcess™ Tax

  • Lacerte® Tax

  • GoSystem® Tax

  • UltraTX CS

As a contact, you can perform various actions depending on your assigned role. Contacts with the necessary access rights can:

To start, complete the following:

  1. Sign in to the firm's site and activate your account.

    Login credentials and information is available in the email you receive from the accounting firm notifying you of your new account.

  2. Access your assigned queries. Once the accounting firm assigns you a request for information and documents, you'll receive another email notification.

    Caseware Cloud email notification

    You can open the assigned query using one of the following methods:

    • In the notification email, select View Details.

    • Log in to the firm site, then select the assigned query from the My Work list.

      Note: The My Work list displays your assigned queries. If you have been assigned more than one query, they will be available in the My Work list.

  3. Respond to the inquiries and document requests in the query.