Cloud Index

Client entities feature effective document management for your clients data.

• Create client entities
• Organize internal entities
• Create a private entity
• Deny users or groups access to an entity
• Check staff workload
• Review the prior year's engagement
• Create an engagement file for the next period (roll forward)
• Set deadlines and budgets for a new engagement
• Send a query to clients (old query layout)
• Report the engagement status to others
• Viewing overall engagement status
• Create entity associations
• Association sharing
• Custom Entity Properties
• Entity creation
• Deactivate or delete client entities

Add, remove, and update the users who access your firm's cloud portal.

• Create an account for staff or contacts
• Create staff or contact groups
• Bulk create user accounts
• Review security settings for the All Staff group
• Check staff workload
• Deactivate or delete accounts
• Reorganize staff and groups
• Activation of staff and contact accounts
• Staff rate properties

Grant or restrict access levels for users, assign entity owners, and protect your files.

• Create custom security roles
• Permissions
• Built-in roles
• Assign system-wide security roles
• Controlling access to Working Papers files
• Create a private entity
• Create a private file or activity
• Login settings
• Deny users and groups access to an entity
• Create entity associations
• Association sharing

Host all of your engagement files on a secure online storage system and share them with staff or clients.

• Create a private file or activity
• Review the prior year's engagement
• Create an engagement file for the next period (roll forward)
• Create placeholders in the engagement file
• Upload files to an entity
• Download files
• Download Working Papers files
• Send a query to clients (old query layout)
• Share files with users or groups
• Work with Google Drive and SharePoint files
• Viewing overall engagement status
• Recover a previous version or deleted file
• Manage sync copies
• Check system and file history
• Set file retention
• Organize files by folders and tags
• Viewing your assigned work

Collaborate on your firm's work with other staff members. Start discussions, assign tasks, and share files.

• Create a private file or activity
• Share files with users or groups
• Giving feedback to others in Cloud
• Check system and file history

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.

• Review engagement costs
• Tracking WIP in Cloud
• Gadget list (Dashboards)
• Set up dashboards to monitor the audit (Q)
• Track the audit progress with Q

Customize your cloud firm.

• Create views for all users
• Create custom fields, tags and workflows
• Add custom branding
• Add external links
• Customize system-generated emails
• Set staff rates and work codes
• Set workdays, standard hours and holidays
• Bulk create user accounts
• Caseware Cloud data information
• Firm settings - Organization
• Firm settings - Email
• Firm settings - Integration
• Firm settings - Security
• Firm settings - Customization
• Firm setttings - System
• Firm settings - Caseware Working Papers

Manage your personal cloud account profile, password, subscriptions, and more.

• Change personal preferences
• Integrate productivity tools with Cloud
• Change notification settings
• About notification settings
• Account Settings
• My profile picture
• Personal regional settings
• Startup Settings
• Subscribed Items
• VoIP Settings