Getting Started Guides

Click here for a full interactive guide on getting started within Caseware Cloud. The following areas are covered within this guide: 1. Accessing Caseware Cloud 2. Adding Staff 3. Adding Entities 4. Basic Security 5. Discussions 6. Tasks 7. Tags 8.... Read More

Click here to launch the Cloud Accounts (FRS 105) - Getting Started Guide.  (1) Creating an Engagement File (2) Navigating the Template (3) Client Information Requests (4) Trial Balance Import (5) Assigning Accounts (6) Setting Up the File (7)Â... Read More

Click here for a full interactive guide on getting started with Cloud Audit.   The following areas are covered within this guide: 1. Navigation within your Audit file 2. Client Information Requests 3. Preliminary Tailoring Checklist 4.... Read More

Click here for a full interactive guide on getting started with the Cloud HAT Disclosure Checklist. The following areas are covered within this guide: 1. Let’s Get Started 2. Accessing your files 3. Navigation within your Disclosure Checklist... Read More

Click here for a full interactive guide on getting started with Cloud UK Disclosure Checklist.  The following areas are covered within this guide: 1. Viewing Created files 2. Navigation within your Disclosure Checklist file 3. Completing... Read More

Users & Clients The first thing to consider when using Caseware Cloud is who will be using it, and for what assignments.  Quite often the safest thing to assume is that any given member of staff may use it for any given client. Before Caseware... Read More

Click here for a full interactive guide on getting started with SmartSync.  The following areas are covered within this guide: 1. What is SmartSync 2. Integrating Working Papers with CaseWare Cloud 3. Publish files to the CaseWare Cloud 4.... Read More