Get started with CaseWare Cloud

Get started as a staff member

  • Set personal preferences

  • Upload files to an entity

  • Assign tasks to other staff members

  • Post discussions

  • Send file requests to clients

  • View the status of your engagements

Get started as a contact

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The actions your client contacts can perform depend on the roles they are assigned. Contacts with the necessary access rights can:

  • Respond to information requests (queries)

  • Upload files to an entity

  • Post discussions

  • Comment on activities

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