Get started with Caseware Cloud - Firm Administrator

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 any additional Caseware apps. See Manage access for Caseware Cloud apps for more information.

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