Get started with Caseware Hybrid Cloud - Firm Administrator

To start, ensure you have the following:

• An active Working Papers license with SmartSync technology. If your firm does not have SmartSync, contact your local distributor for more information.

• An active Caseware Cloud site. If your firm does not have a Cloud site, you can activate one through MyCaseware.

Sign in to your firm's Cloud site. As a firm administrator, you'll need to complete the following:

1. Grant staff access to Caseware Cloud. To learn more, see Create staff, Manage access for Caseware Cloud apps and Built in roles.

2. Create an entity. An entity represents your client's organization.

3. Create accounts for client contacts and assign them the necessary access rights.

4. Enable and set up additional Caseware Suite apps.

Complete the following processes to migrate your Working Papers data to Cloud in preparation for a hybrid environment:

• Migrate large data sets (over 50 files)

• Migrate small data sets (under 50 files)

• Migrate third-party data

After migrating your firm's data, you can begin the integration process.

• Larger firms can include the integration as part of the Working Papers installation that is provided to their staff.

• Smaller firms can provide the Cloud URL to their staff for manual integration.