We’re excited to get you up and running with all of your new Caseware solutions. Below you will find simple steps and a series of videos that will guide you in your Cloud set-up process.

What should I do first?

STEP 1

Pay your invoices through the MyCaseware portal.

STEP 2

Download and install the latest version of Working Papers if applicable.

STEP 3

Set up your cloud site through the MyCaseware portal.

How do I prepare my Cloud site for migration?

STEP 1

Add your organization's details in your Profile.

Protected

STEP 2

Change the appearance of your sign-in page.

Test

STEP 3

Configure your regional settings for your cloud site.

Automate 2

STEP 4

Customize terms & concepts that appear in Cloud.

Easy

Review the documentation and video to begin customization of your Cloud site.

How do I import my client entities ahead

of migrating all of their files?

How do I create staff and grant access to my Cloud firm site?

If you have a single user license, the staff record is automatically created and prepared. No additional steps required.

 

If you have multi-user licenses, you can create staff members and grant access by reviewing the documentation and video below. 

How do I create and give contacts access to my Cloud firm site?

How do I migrate my existing files?

Flexible

 

I am migrating less than 50 files

Publish your working paper files to the Cloud.

 

Copy of Copy of Untitled
Extract

I am migrating more than 50 files

Use the Caseware Cloud Migration Manager, which can be used to import multiple files at once.
Organizations who want to use the Caseware Cloud Migration Manager for data sizes larger than 100GB must contact Caseware Support.

How do I manually create additional new entities?

Additional Resources

How to use Caseware Working Papers with Cloud

How to use Caseware PBC Requests/OnPoint Collaborate

How to use
Caseware Accomplish