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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 with Caseware AiDA (Working Papers)
  • Español
  • English (Canada)
  • Asistencia técnica
  • Configuración
  • Español
  • Get started with Caseware AiDA
  • What is Caseware AiDA?
  • Customize fonts and headings
  • Customize text in the financial statements
  • Change the dynamic table font size
  • Add areas
  • View hidden rows and columns in a table in the financial statements
  • List of Cloud Connector functions
  • Insert data using the Cloud Connector pane
  • Insert data using MS Excel formula dialog with Cloud Connector
  • Insert data using MS Excel formula bar with Cloud Connector
  • Manage the firm template
  • Customize the financial statement settings
  • Customize font sizes and spacing in the financial statements
  • Edit table rows in the financial statements
  • Customize the financial statements layout
  • Customize the financial statements content
  • Get started – Staff
  • Home
  • Using Caseware Q
  • Download Working Papers files
  • Download files
  • Download Working Papers files
  • Caseware Academy - North America | Gettting Started with Extractly
  • Activate your Firm Admin account
  • Import the client's data
  • https://portal.cpa.com/aa/onpoint-pcr
  • Customize text in the financial statements
  • origen de datos
  • D
  • do
  • B
  • A
  • Assign accounts to groups
  • Assign financial groups to areas
  • Grant client contacts access to entities
  • restored from the Recycle Bin
  • Grant users and groups access to entities
  • Transaction details described
  • Mandatory fields in the General ledger dataset for analytic tests
  • Nederlands (Nederland)
  • Index
  • Index
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