Get started with Accomplish – 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:
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Grant staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built in roles.
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Create an entity. An entity represents your client's organization.
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Create accounts for client contacts and assign them the necessary access rights.
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Enable and set up aadditional OnPoint Suite apps.
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Integrate Working Papers with Caseware Cloud (optional).
