Get started with Caseware DocuFlex - Staff

Before you get started with Caseware DocuFlex, ensure that your firm administrator completes the necessary prerequisites.

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

  1. Start the engagement.

  2. Import the client's data, where applicable

  3. Perform the engagement

  4. Archive and lock down the engagement