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Caseware Cloud

Cloud-based engagement management, document handling, practice administration, and purpose-built applications for audit, review, tax, and analytics.

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First-time tasks grouped by goal. Topics come from published documentation.

Set up your firm

Firm settings - Organization Add custom branding to Caseware Cloud Firm settings - Security Integrate single sign-on with Entra ID

Start your first engagement

Create and set up an engagement file Import the client's data from a CSV or Excel file Define materiality Add new Word and Excel documents

Build your team

Create an account for staff or contacts Create staff or contact groups Assign system-wide security roles Grant users and groups access to entities

Platform categories

6 subcategories

0 subcategories

Engagement Management

15 subcategories

8 subcategories

Practice Management

6 subcategories

4 subcategories

23 subcategories

3 subcategories