Get started with CaseWare Cloud

Before you get started with CaseWare Cloud, you need to ensure that the following tasks are completed by your firm administrator:

  1. Grant you access to CaseWare Cloud. To learn more, see Create staff and Built in Roles.

  2. Create an entity - an entity represents your client’s organization.

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

  4. Enable and set up additional Cloud apps, like CaseWareCloud Time.

  5. Enable the integration with Working Papers-Cloud (optional).

Get started as a staff member

To start, sign in to your firm’s Cloud site. As a staff member, the actions you can perform include:

  • 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

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