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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
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  • Index
  • Get started - Firm Administrator
  • Get started - firm authors
  • Get started
  • Index
  • Manage access for Caseware Cloud apps
  • purchased and enabled
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  • Get started - Firm Administrator
  • Assign system-wide security roles
  • Built-in roles
  • Certifications
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  • Create firm-managed knowledge bases
  • New in Caseware ReviewComp
  • 传输参与数据
  • Manage the firm template
  • Letters and Memos
  • Template setup
  • Share files with users or groups
  • Activities
  • Index
  • Get started - Staff
  • Get started - Firm Administrator
  • New in PEG Audit
  • Index
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  • New in Caseware DocuFlex OAG
  • Caseware DocuFlex OAG - Spring 2025
  • Caseware DocuFlex OAG - Market Release
  • Tax deprecation FAQs
  • Index
  • English (Canada)
  • Cloud Engagements 2025-12
  • English (US)
  • Create client entities
  • Entities
  • Planning
  • Get Started
  • Insert data using MS Excel formula dialog with Cloud Connector
  • Data linkage and real time updates in Cloud Connector
  • List of Cloud Connector functions
  • Insert data using the Cloud Connector pane
  • Content Management
  • English (US)
  • New in OnPoint Audit
  • Perform risk assessment
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  • Set up trial balance with dimensions
  • OnPoint Audit Summer 2025
  • Insert data using MS Excel formula bar with Cloud Connector
  • Get started with Cloud Connector
  • Create a note in the financial statements
  • Start the engagement
  • Manage tasks
  • Dashboards and Tracking
  • Get started with MyCaseware
  • English (Canada)
  • New in Caseware Cloud
  • File Retention Policy
  • Firm settings - Engagement File Management
  • What's new
  • Transfer engagements in bulk with CloudBridge
  • Association sharing
  • Begeleidende informatie in de jaarrekening bekijken
  • De gegevensset van de saldibalans begrijpen
  • View your order history
  • Tekst en placeholders van velden in de jaarrekening vervangen
  • De optie standaardweergave instellen voor rekeningen en groepen in de jaarrekening
  • Niet-geconsolideerde saldi in de jaarrekening gebruiken
  • Woordenlijst en dynamische tekst van de opdracht in de jaarrekening wijzigen
  • Een rekening of groep koppelen aan een toelichting in de jaarrekening
  • English (US)
  • Technische ondersteuning krijgen
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