SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Setting up a client portal

A client portal enables your staff to interact with clients from a central location; you can share files, updates, and make requests. All these activities will then be stored in your workspace for future reference.

Set up a client account

You'll have to add your client as a contact before you can provide them access to Cloud. Once you've added them as a contact, you can activate their account. Your contact can then use their email address and designated password to access the portal.

To create a contact:

  1. Ensure that you have the Staff Admin role or equivalent rights.

  2. From the Cloud menu (), select Contacts.

  3. Select New and, under Add, select Contacts.

  4. In the Add Contact dialog, enter your contact’s information, including the contact’s username, their first and last name, and their client entity.

    Enter information about your client contact in the fields in this dialog.

  5. Select Save.

To create a contact group:

  1. Ensure that you have the Entities Admin role or equivalent rights.

  2. From the Cloud menu (), select Groups.

  3. Select New, then choose Contact Group.

    Select New | Contact Group.

  4. In the Add Contact Group dialog, enter a name and description for your client group.

    Enter a name and description for the group.

  5. Select Members in the left panel, and then select the checkboxes for all contacts you will add to the group.

    Select contact users to add them to this group.

  6. Select Save.

Share access to the client entity

Once the contact can access Cloud, you'll need to provide them basic access to their client entity - this way you can keep track of all documents and communications for this client in a single entity.

You can grant your contacts access to their client entity by giving them one of two predefined security roles:

  • The Contact - Entity Access role enables contacts to see the summary information for their client entity, and enables staff members to grant them access to files and activities as required.

  • The Contact - Entity Collaborator role grants the same permissions as the Entity Access role, but it also enables contacts to create their own files and activities in their entity.

To grant access to an entity:

  1. Ensure that you have the Owner role or the equivalent privileges for the entity.

  2. From the Cloud menu (), select Entities.

  3. Select the entity you want to grant access to, then select Share ().

    The Share icon displayed on the Entities page.

  4. Search for the groups, staff members or contacts you want to grant access to, then select Assign Roles to (#) and choose the appropriate role. Any roles that users already have due to previous settings appear under Inherited.

    Select a role to grant it to your user or group.

  5. Select Share.

Request client data or documents

To request data or documents from a contact, you can create and track file requests. Use file requests when you need a new file or an update to an existing file. For example, you can create a file request for a tax document, or if a contact needs to add a signature to an existing PDF.

Request a file

Create a file request when a contact needs to upload a file to Cloud.

To request a file:

  1. Ensure that you have the Viewer role and that your contact has the Entity Collaborator role.

  2. From the Cloud menu (), select Activities.

  3. Select New | File Request.

    Create a new file request for a contact

  4. Enter the appropriate Entity. A list of contacts with entity access is displayed.

    Select the file request's entity to display the users with access

  5. Select contacts to add them to the recipient list, then select Next.

  6. Complete the Subject field and add a description.

    • If your administrator has enabled detailed notifications: Select Next and complete the Additional Message field if required. Your message will be included in the body of the notification email sent to your contacts. To learn more about detailed notifications, see Email (Settings).

  7. Select Complete.

You have created and assigned a file request.

Request an update to an existing file

If a client needs to provide input on an existing file, you can add an attachment to a file request. You can attach a new file from your device, or add an existing file from Cloud.

To request an update to an existing file:

  1. Ensure that you have the Viewer role and your contact has the Entity Collaborator role.

  2. From the Cloud menu (), select Activities.

  3. Select New | File Request.

    Create a new file request for a contact

  4. Enter the appropriate entity. A list of contacts with entity access is displayed.

    Select the file request's entity to display the users with access

  5. Select contacts to add them to the recipient list, then select Next.

  6. Complete the Subject field and add a description.

  7. Select Attach File and choose Existing to attach a file already in Cloud, or choose Files | Upload to attach a file from your device.

    • If your administrator has enabled detailed notifications: Select Next and complete the Additional Message field if required. Your message will be included in the body of the notification email sent to your contacts. To learn more about detailed notifications, see Email (Settings).

    The Attach Files icon in the Create File Request dialog.

  8. Select Complete.

You have requested an update to an existing file.

Was this helpful?

Yes
No
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.