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:
- Know how to navigate the CaseWare Cloud platform
- Configure CaseWare cloud for your firm
- Set up staff, client entities, and client contacts
- Create client engagements
- Understand permissions and security
- How to assign staff to a client engagement
- Utilize collaboration tools in the platform
Requirement
To be successful in this course, you must have admin access to Caseware Cloud.
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
No advanced preparation is required to participate in this course.
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
CANCELLATION POLICY
You may cancel without penalty if written cancellation requests are received up to and including 7 days prior to the start of a training scheduled in our virtual classroom. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 3 days prior to the start of the course. No refunds or credits will be issued on cancellation requests received less than 3 days prior to the start of the course.
Day of cancellations are non-refundable. We can move your registration to another scheduled training course date, if needed, within three months of the originally scheduled course, limited to one request.
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