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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
  • Get Started
  • Data Extraction
  • Manage Files
  • Support
  • my.caseware.com
  • Get Started
  • Get started - Firm Administrator
  • Test configurations
  • New in Caseware Audit
  • Create a Caseware Cloud engagement using Caseware Working Papers
  • Review work programs
  • Insert a reference to a visible or hidden document in the engagement file.
  • guidance information
  • Empezar – Personal
  • Español
  • Perform risk assessment
  • Risk Assessment
  • Import from ASCII or Excel
  • Get started with central planning
  • Sherlock Visualizations (US)
  • Deny users and groups access to an entity
  • Create custom security roles
  • Create a custom mapping file (.ini)
  • Caseware Cloud security architecture
  • Built-in roles
  • Get started - Staff
  • Assign or reassign jobs
  • Get started - Staff
  • Firm settings - Customization
  • Firm settings - Caseware Working Papers Backups
  • Caseware Sherlock 7.1
  • View a visualization
  • What is Caseware Sherlock?
  • Firm Monitoring
  • Practice and Project Management
  • create custom security roles
  • Assign system-wide security roles
  • Built-in roles
  • Roles and Permissions
  • Firm settings - Customization
  • https://admin.microsoft.com/
  • Perform assessment of the controls environment
  • English (US)
  • What is Caseware Audit?
  • Desplegar un complemento de Office usando el centro de administración
  • Troubleshooting
  • Edit table rows in the financial statements
  • Create a note in the financial statements
  • Change engagement glossary terms and dynamic text in the financial statements
  • Data linkage and real time updates in Cloud Connector
  • Cloud Engagements 2025-09
  • Cloud Engagements 2025-10
  • English (US)
  • What's New
  • New in OnPoint Audit
  • English (US)
  • Transition guide—OnPoint Audit 2025 template
  • OnPoint Audit Summer 2025
  • New in Caseware DocuFlex
  • Get started with Caseware Cloud Connector
  • Troubleshooting
  • Get started with Caseware Cloud Connector
  • Maintenance
  • Settings
  • What is Caseware Cloud Connector?
  • Cloud Engagements 2025-11
  • Determine the overall audit strategy
  • Cloud Engagements 2026-01
  • Sync the trial balance
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