Get started with CaseWare Cloud

To get started with Caseware Cloud:

  1. Sign in to your CaseWare Cloud site.

  2. Customize Cloud:

  3. Create client and internal entities.

  4. Start onboarding users.

    1. Create accounts for staff and contacts

    2. Create and assign security roles.

After you have set up user accounts, users can set personal preferences for their account. You can also enable and set up additional apps and products, like CaseWareCloud Time and the Working Papers-Cloud Integration.