Introduction

CaseWare Cloud is a web service for managing your organisation and workflows. Its features and apps combine to provide a convenient centralised solution for management of both your firm and your engagements. Cloud can integrate with CaseWare Working Papers and CaseWare Time so that you can synchronise engagement data to Cloud for further analysis and monitoring. The growing number of apps available on CaseWare Cloud ensures that your firm will always have access to the latest tools and gadgets to serve your business needs.

Cloud’s secure interface provides assurance that your files remain confidential and are shared only with their intended recipients – staff and contacts can only access areas in Cloud that they have been explicitly granted.

CaseWare Cloud and Amazon provide security together under the Amazon AWS Shared Responsibility Model. AWS is responsible for cloud infrastructure security and CaseWare Cloud manages the operating system security and all other components for our Cloud servers, including server updates, log monitoring, and updates to the application to remediate new types of threats.

Purpose

This guide provides an overview of setting up your Cloud portal, including a brief introduction to working with Cloud.

Audience

This guide is intended for the firm administrator and administrative users of CaseWare Cloud. It provides guidance and best practices for managing CaseWare Cloud.

Getting Started

Once your Cloud firm is available, use the provided firm administrator account to access Cloud. You can use this account to set up all areas and users in Cloud. The following steps will help you get started.