New to Cloud? Get started with purchasing, subscription, and setup details.
Visualize your engagements with customized dashboards to see your entire workload at a glance. Track your progress, add gadgets, and share your dashboard with others.
Keep your team organized with entities, Cloud’s solution for effective document management.
Host all of your engagement files on Cloud’s secure online storage system and share them with staff or clients.
Customize CaseWare Cloud for your organization, from accounts to workflow.
Grant or restrict access levels for users, assign entity owners, and protect your files.
Add, remove, and update the users who access your Cloud portal.
Manage your personal Cloud account profile, password, subscriptions, and more.
Use the Analytics app to prepare, visualize, and test your client data. Find available products here.
Complete your audit, review, and compilation engagements within CaseWare Cloud. SE products are specifically designed with the appropriate documents, checklists, and procedures for your engagement. Find available products here.
Need the Transformer tool? See this topic to get the download.
Create invoices based on CaseWare Time entries and deliver them to your clients through Cloud. Find available products here.
Track the time spent on engagement work, set up staff rates and work codes, and manage time entries. Find available products here.
Work seamlessly on your trial balance, engagement files, and financial statements in both Working Papers and Cloud.