Caseware Cloud

Overview Summary

Features and Capabilities

Benefits of Cloud

Get Started with Caseware Cloud - Firm Administrator

Get Started with Caseware Cloud - Staff

Get Started with Caseware Cloud - Contact

Firm Settings - Organization

Firm Settings - Email

Firm Settings - Integration

Firm Settings - Security

Firm Settings - Customization

Firm Settings - System

Firm Settings - Engagement File Management

Firm Settings - Sherlock Starter

Firm Settings - Working Papers

Firm Settings - Working Paper Back-ups

Firm Settings - Caseware Cloud Time

Firm Settings - Caseware AiDA

Staff rate properties

Permissions

Gadget List (Dashboards)

Bulk create user accounts

Change notification settings

Change personal preferences

Create an account for staff or contacts

Create staff or contact groups

Grant users access to items in an entity

Grant users and groups access to entities

Entity Creation

Create client entities

Workflow examples

Create entity associations

Association sharing

Organize Internal Entities

Create View for all users

Bulk create user accounts

Change notification settings

Change personal preferences

Create an account for staff or contacts

Create staff or contact groups

Grant users access to items in an entity

Grant users and groups access to entities

Bulk create user accounts

Change notification settings

Change personal preferences

Create an account for staff or contacts

Create staff or contact groups

Grant users access to items in an entity

Grant users and groups access to entities

Bulk create user accounts

Change notification settings

Change personal preferences

Create an account for staff or contacts

Create staff or contact groups

Grant users access to items in an entity

Grant users and groups access to entities

Organize files by folders and tags

Recovering previous versions of uploaded files

Rename, delete or replace files

Set file retention

Check system and file history

Create a private file or activity

Give feedback to others in Caseare Cloud

Share files with users or groups

Overview Summary

Get Started - Firm Administrator

Get Started - Staff

Get Started - Contact

Create a Caseware Cloud engagement using Caseware Working Papers

Manage sync copies

Share a Caseware SmartSync file on Caseware Cloud

Move Working Papers files to another entity

Create an engagement file for the next period (roll forward)

Create placeholders in the engagement file

Review the prior year's engagement

Migrate large data sets (over 50 files)

Migrate small data sets (under 50 files)

Migrate engagement files to Cloud

Migrate third-party data

Bulk Migration of Files - using Caseware Cloudbridge

Individual Cloudbridge - Pushing trial balance from Caseware Working Papers

Integrate Working papers with Caseware Cloud

Integrate an engagement file with a Cloud entity

Integrate Working papers with Queries