Get started with CaseWareCloud Time - Firm Administrator

This feature is only available with CaseWareCloud Time, part of the CaseWare Cloud suite.

Learn more about Time.

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. Grants staff access to CaseWare Cloud. To learn more, see Create staff and Built in roles.
  2. Sets up client billing
  3. Sets staff rates and work codes
  4. Set workdays, standard hours and holidays
  5. Creates billing codes for invoices
  6. Integrates online accounting software with CaseWare Cloud