Get started with CaseWare PBC Requests - Firm Administrator

This topic applies to CaseWare PBC Requests.

Learn more about CaseWare PBC Requests

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 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 CaseWare Suite apps.

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