Connecting Data, Workflows, and Results.
Financials | Review | Compilation | Tax |
Guided Workflows Engagement Letters | PBC | Client Portal | File Storage

 

CaseWare ReviewCompTax intelligently combines these engagements into one workflow. With this, data flows through to financial statements and tax returns alike. The result? Engagements are completed faster with automated processes, real-time collaboration, and value-added insights. 

CaseWare ReviewCompTax (RCT) Features

Transparent Engagement Management

Track the entire scope, timeline, and execution of your engagements in real-time using a shared dashboard.

Seamless Data Imports

Supports files from CaseWare Working Papers and Microsoft Excel, as well as 50+ desktop and online accounting packages.

Data Continuity

Information used in multiple places throughout the engagement will only need to be entered once and will flow-through the entire engagement in real-time.

Intelligent Content

Using client data and responses to pre-set questions, online content is tailored to provide only what is relevant for the engagement at hand.

Integrated Client Query System

Complete requests within the client portal to create a more secure, efficient communication process. Documents and responses are then carried through to the engagement file.

Improved Collaboration

Work concurrently with clients and colleagues on documents within the engagement file. Using a laptop or tablet, this can be achieved from anywhere.

Guaranteed Compliance

Using CPA Canada PEG forms*, procedures and documentation are compliant with Canadian standards. *A current PEG subscription from CPA Canada is required

Secure Audit Trail

Requests and engagement information is recorded, tracked, and stored in a user-friendly environment.

Interested in seeing the product features come to life?

Watch a product demo, below!

Watch the Review Compilation Tax recorded webinar