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Get started with Caseware Cloud Time - Firm Administrator

Content in this topic requires CasewareCloud Time.

To start, sign in to your firm's Cloud site. As a firm administrator, you'll need to complete the following tasks before your staff can get started:

  1. Grant staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built in roles.
  2. Set up client billing
  3. Set staff rates and work codes
  4. Set workdays, standard hours and holidays
  5. Create billing codes for invoices
  6. Integrate online accounting software with Caseware Cloud
Get started with Caseware Cloud Time - Firm Administrator | Caseware Docs