Get started with Caseware Taxflow - Firm Administrator

Note: Caseware Taxflow supports 2022 and 2023 tax exports for C-Corporations, S-Corporations and Partnerships for the following tax vendors:

  • CCH ProSystem fx® Tax

  • CCH Axcess™ Tax

  • Lacerte® Tax

  • GoSystem® Tax

  • UltraTax CS

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. Grant staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built in roles.

  2. Create an entity. An entity represents your client's organization.

  3. Create accounts for client contacts and assign them the necessary access rights.

  4. Enable and set up additional OnPoint Suite apps.

  5. Integrate Working Papers with Caseware Cloud (optional).