SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Working Papers-Cloud integration

This feature is only available with CaseWare Working Papers.

Learn more about Working Papers.

As a Working Papers user, you gain access to additional functionality when you integrate your file with CaseWare Cloud. Cloud can act as a file management and storage center, provide expanded options to track and complete your engagement, directly pull Provided By Clients (PBC) documents from queries and more.

Note: Cloud firm authors must perform the necessary setup in the firm template to allow Working Papers users to directly pull documents provided by clients into their file.

Working Papers-Cloud integration.

With Working Papers-Cloud integration, you can:

  • synchronize metadata with the Cloud entity, such as a file's engagement properties. When you enable synchronization, any changes to the metadata automatically update in the Cloud entity and vice versa.
  • use CaseWare SmartSync to collaborate on client files simultaneously with your team. As you work on a file, your changes synchronize instantly with each online user and their changes synchronize with yours.
  • migrate large quantities of client data securely to CaseWare Cloud. For example migrate entities, staff and Working Papers files.

Was dit artikel nuttig?

Ja
Nee
This content is exclusively related to Working Papers and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.