Get started with CasewareCloud 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:
- Grant staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built-in roles.
- Set up client billing
- Set staff rates and work codes
- Set workdays, standard hours and holidays
- Create billing codes for invoices
- Integrate online accounting software with Caseware Cloud