Firm Settings is the function through which staff with Administrator rights can access CaseWare Cloud apps and customise them, to align with firm workflows and processes.
The Firm Settings Guide attached to this FAQ explains what can be customised in CaseWare Cloud apps (including Agile Audit, SMSF Audit and Xtend), and how to make these customisations.
For more guidance or assistance with determining what customisations you would like to implement, please contact our Customer Service team.