Get started with CaseWare AnalyticsAI CAN - Firm Administrator

This topic applies to the Canadian version of CaseWare AnalyticsAI, part of the CaseWare Cloud suite.
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 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 additional CaseWare Suite apps.
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Integrate Working Papers with CaseWare Cloud (optional).