How to create a new client/entity on Caseware Cloud

To add new entities or clients to your Caseware cloud set-up you follow these steps:

To setup new entities you must have an administrator or entities admin login.

1. Login into the Caseware Cloud website, this will be: uk.casewarecloud.com/YourFirmURL

2. Click on the dropdown and select Entities.

3. In the Entities and Basic View choose New and then either Client, Other Entities or Internal Entities.

In this example, a new client is being created.

4. Fill in the details of the new client in the General Info tab.

You can also specify in the Phone and Social Profile tabs the phone numbers of the client and the links to their social profile such as Facebook, Twitter etc.

5. You can manually type in a Memo.

6. Add in the addresses of the client's business by using the add icon shown below.

7. Fill in the Profile information such as Status, date of incorporation, date of dissolution, year-end etc.

You can also input the industry codes under the tab Industry codes.

8. Under the Tax tab, enter registration and exemption numbers for Primary/Secondary tax.

9. In the last tab History you can enter the date the client was accepted as well as a referral.

Click Save when finished.

The new client will then display in the list on the Entities and Basic View page.