Caseware Community - Tasks that Clients / Contacts do on Caseware Cloud

Introduction on how to get started as a Client / Contact

Why and how to activate my Caseware Cloud Account as a client or contact

As a Client / Contact - Access File Requests and Questions

How to access File Requests and Questions sent to me for action in Caseware Cloud as a Contact

As a Client / Contact - How to respond to file requests or queries

How to respond to File Requests or Questions in Caseware Cloud as a Contact

As a Client / Contact - Giving feedback in Caseware Cloud

Uploading file(s) that were requested by the firm for me to provide (As a client/contact)

As a Contact - How to post comments on my Caseware Cloud Entity files (As part of giving feedback)

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