Get started with CasewareCloud Time - Firm Administrator

Content in this topic requires CasewareCloud Time.

To start, sign in to your firm's Cloud site. As a firm administrator, you'll need to complete the following tasks before your staff can get started:

  1. Grants staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built in roles.
  2. Sets up client billing
  3. Sets staff rates and work codes
  4. Set workdays, standard hours and holidays
  5. Creates billing codes for invoices
  6. Integrates online accounting software with Caseware Cloud