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Caseware Hybrid Cloud

What is Caseware Hybrid Cloud?

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

  • Get started - Contact

Migration

  • Migrate large data sets (over 50 files)

  • Migrate small data sets (under 50 files)

  • Migrate third-party data

CloudBridge

  • Get CloudBridge

  • Create a custom mapping file (.ini)

  • Transfer engagements in bulk with CloudBridge

  • Transfer individual engagements with CloudBridge

Integration

  • Integrate Working Papers with Caseware Cloud

  • Integrate an engagement file with a Cloud entity

  • Integrate Working Papers with Queries

Engagement Management

  • Create a Caseware Cloud engagement using Caseware Working Papers

  • Manage sync copies

  • Share a Caseware SmartSync file on Caseware Cloud

  • Move Working Papers files to another entity

  • Create an engagement file for the next period (roll forward)

  • Create placeholders in the engagement file

  • Review the prior year's engagement

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In this article
Recently viewed
  • Create a new engagement based on an existing file
  • Get started with central planning
  • https://portal.cpa.com/aa/onpoint-pcr
  • Create custom entity types
  • Create client entities
  • Common use cases
  • Query syntax in GET requests
  • What is OnPoint PCR?
  • Index
  • Create a consolidation engagement
  • Files
  • English (US)
  • English (US)
  • Get started with Caseware Cloud Connector
  • What is Caseware Cloud Connector?
  • Create client entities
  • Entities
  • What is OnPoint Audit?
  • Index
  • What is OnPoint DAS?
  • https://portal.cpa.com/aa/das
  • English (US)
  • Start the engagement
  • Get started - Firm Administrator
  • English (US)
  • Engagement Management
  • Caseware Support
  • Get CloudBridge
  • Customize fonts and headings
  • Start the engagement
  • Planning
  • Fieldwork
  • Manage access for Caseware Cloud apps
  • purchase and enable
  • Data linkage and real time updates in Cloud Connector
  • Manage your firm account in MyCaseware
  • Deny users and groups access to an entity
  • Insert data using the Cloud Connector pane
  • Data linkage and realtime updates in Cloud Connector
  • Get started with Cloud Connector
  • Audit strategy
  • Controls report
  • Steekproef selectie
  • Een rekening of groep toevoegen in de Datapagina
  • Understand the trial balance dataset
  • Permissions
  • Firm Monitoring
  • Practice and Project Management
  • Sherlock US Hybrid Visualizations
  • Workflow examples
  • View and manage aggregated analytic test results in Analytics Hub
  • Manage analytic tests in the Analytics Hub
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