Get started with Caseware Hybrid Cloud - 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:

  1. Grant staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built in roles.

  2. Create an entity. An entity represents your client's organization.

  3. Create accounts for client contacts and assign them the necessary access rights.

  4. Enable and set up additional Caseware Suite apps.

Complete the following processes to migrate your Working Papers data to Cloud in preparation for a hybrid environment:

After migrating your firm's data, your staff can begin the integration process.

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Get started with Hybrid Cloud (PDF)