CaseWare logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español
CaseWare Cloud logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español

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

Was this helpful?

Yes
No
In this article
Recently viewed
  • Rounding setup recommendations
  • View account analysis in checklists
  • Create a query document
  • English (US)
  • Gestionar los documentos del encargo
  • Español
  • Set staff rates and work codes
  • Differences between SmartSync and non-SmartSync
  • What is Caseware Hybrid Cloud?
  • Index
  • Request a review and signoff
  • What's New
  • What's New
  • Risk Assessment
  • Send initial client queries
  • Planning
  • Send initial client queries
  • English (US)
  • English (US)
  • English (US)
  • View a sample query template (new design)
  • Review and customize question settings
  • Add visibility logic in a query (new design)
  • Add or remove a link in the question
  • SCHEDULE 1 - DEFINITIONS
  • Get started with Cloud Connector
  • What is OnPoint EBP?
  • What is OnPoint DAS?
  • What is OnPoint PCR?
  • English (US)
  • Activate the Firm Admin account
  • Creating an account.
  • Activate your Firm Admin account
  • Get started - Firm Administrator
  • Get Started
  • Gegevens van de klant importeren uit een CSV- of Excel-bestand
  • Steekproef selectie
  • Nederlands (Nederland)
  • Index
  • MyCaseware
  • Purchase an OnPoint Audit PCAOB engagement
  • Group audit overview
  • Manage groups across business units
  • English (US)
  • Caseware Academy - UK | Getting Started with Extractly
  • Import and manage data
  • Deploy an Office Add-in using the admin center
  • Get started - Staff
  • Dynamische hertoewijzing van rekeningen in de Datapagina
This content is exclusively related to 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.

Don't have a cloud yet? Click to learn more

Cookie Notice

Our sites use cookies to improve your online experience. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. You can change your cookie preferences at any time from your browser settings. For information on our privacy practices, see our Privacy Policy.

I understand
CaseWare logo
About Who we are Where you fit Certifications
Legal Caseware Cloud Privacy Policy Terms of Use Cloud Services Agreement Cloud Service Level Agreement
Resources Support Training Distributors MyCaseware
Contact
Caseware International Inc.
351 King St E, Suite 1100,
Toronto, ON M5A 2W4, Canada
Tel: 416-867-9504 Fax: 416-867-1906

Copyright © 2026 CaseWare International