Get started with Caseware Cloud - Staff

Before you get started with Caseware Cloud, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

  1. Change personal preferences

  2. Upload files to an entity

  3. Add review notes to a client entity

  4. Post discussions

  5. Request client data or documents

  6. View the overall engagement status