Caseware Cloud Session #1 is for the first-time user of Caseware Cloud. If you are seeking • A basic introduction to Caseware Cloud or • Have no previous experience or • Find that you struggle with technology or • Just want a preview, in order to take a look at how it works before signing up with Caseware Cloud, = then this session is for you!
We will work through the following: - How to register / sign up - How licensing works - How to set up Caseware Cloud for your firm - How to create client entities (to be able to add audit files later on) - How to add staff members - How to collaborate with client contacts - What other applications interface with Caseware Cloud, e.g. Working Papers, ATA template, etc.
