Introduction to CaseWare Cloud
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 also integrate with CaseWare Working Papers, SmartSync and CaseWare Time so that you can synchronise engagement data to Cloud for further analysis and monitoring.
Overview of features/apps
- Client Portal: Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.
- File Management: Enjoy a full document management system, with built-in archiving, retention and backup capabilities.
- Time & Billing: Do all your time and billing from any web enabled device. Connect directly with the external calendar.
- Collaboration: Collaborate in ways not possible before, with one centralised location for all your staff, clients and other stakeholders.
- Engagement Management: Track and monitor every aspect of your engagement for optimised efficiency and profitability.
- Permissions: Leverage built-in roles for easy rights management or create your own.
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. Amazon's AWS platform is covered by an SSAE 16 report and is PCI Level 1 certified, ISO 27001 certified, and compliant with all major security control frameworks. These security certifications are issued by authoritative international standards bodies. For more details on their security, see here: http://aws.amazon.com/security/.
CaseWare Cloud has earned ISO 27001 certification for its service delivery, operations and management of the CaseWare Cloud platform. The ISO 27001 certification for CaseWare Cloud can be found here: https://www.caseware.com/cloud-security-compliance.
CaseWare Cloud has also been certified for SOC 2® Type 1. The certification was a comprehensive test of our personnel, processes, operations, and more.
Setting up Time (the app) in CaseWare Cloud
After integrating the Time application with CaseWare Cloud, you will want to set up your environment so staff can begin entering their time and expenses. To do this, you need to add staff, default rates, work codes, and entities. Adding staff Staff ...
Onboarding of staff into CaseWare Cloud
When you're ready to provide staff with accounts in Cloud, you can begin onboarding procedures. Generally, the procedures are the same for all organization sizes: 1. Create groups based on functional roles and access rights. 2. Create accounts for ...
Detecting misstatements in your file with CaseWare Cloud Analytics
Analytics offers several tests specifically designed to look for misstatements, errors, or possible fraud in your client file to help assess risk and ensure that reported information conforms with accounting standards. These tests produce reports, ...
Rename CaseWare Engagement Files
Note the following: An engagement file cannot be renamed within Windows Explorer. The rename function is not available when you currently have an engagement file open. To rename the file, you would need to be out of the file. (File > Close will ...
Cloud Security Compliance
CaseWare Cloud continually undergoes independent security audits to reinforce our commitment to data security, privacy, and compliance controls. Independent auditors examine our entire Information Security Management System (ISMS) to verify our ...