The CaseWare Cloud for Administrators course is a virtual training designed to assist learners in setting up and administrating the CaseWare Cloud environment. The course will walk you through key firm configuration settings, user administration, permissions, security, and CaseWare Cloud collaboration tools.
Who Should Take the Training
The firm administrator or administrative users of Caseware Cloud
LEARNING OBJECTIVES
In this session you will learn the set-up and fundamentals of the CaseWare Cloud platform. At the end of the Caseware Cloud for Administrators training session, the learner will be able to:
- Navigate the Caseware Cloud platform interface
- Configure CaseWare cloud for firm-wide use
- Set up staff, client entities, and client contacts
- Create client engagements within the platform
- Manage user permissions and understand platform security features
- Assign staff to a client engagement
- Utilize collaboration tools in the platform to enhance communication and workflow
Contact Us
Price listed is per attendee.
CPE Credit
Requirements: To be successful in this course, you should have admin access to Caseware Cloud.
Advanced Preparation: None
Field of Study: Computer Software & Applications - Non-technical
Number of CPE credits: 2
Program Level: Basic
Instructional Method : Group Internet Based
Location: Online
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
AGREEMENTS:
By registering for this event, you agree to the terms and conditions located at https://www.cpa.com/legal/online-training-terms.
CANCELLATION POLICY:
You may cancel your attendance at the training at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same training, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this training, ii) you are providing your request to reschedule at least one day prior to the training that you were originally scheduled to attend, iii) this training is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the training that is no later than 6 months from the date of your request to reschedule.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact Trainings@hq.cpa.com.
Your Facilitators
Scott Smith
Sales Engineer / Technical Trainer
CPA.com
Rob Trexler
Sr. Manager, Audit Professional Services
CPA.com
Monica McGee
Manager, Audit Professional Services
CPA.com