Get started with Caseware DocuFlex - Firm Adminstrator
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:
-
Grant staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built in roles.
-
Create an entity. An entity represents your client's organization.
-
Create accounts for client contacts and assign them the necessary access rights.
-
Enable and set up additional OnPoint Suite apps.
-
Integrate Working Papers with Caseware Cloud (optional).
