Introduction to Caseware Taxflow

This course provides an in-depth introduction to the Caseware Taxflow application, in Caseware Cloud. During this course, you will learn how to create an Entity and a new Taxflow engagement, scope the engagement by completing questions in Caseware documents, create Queries to request information and files from clients, import Trial Balance information and assign accounts to financial groups, create tax adjustments, export tax information, and lock down the engagement when it’s completed.