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