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.
Auditors, Financial accountants, First year SAICA Trainees, Second year SAICA trainees, Third year SAICA trainees, Fourth year SAICA trainees, Fifth year SAICA trainees, Audit managers and Audit partners
