Migrate data to CaseWare Cloud

To get started with Hybrid Cloud, you'll need to migrate your organization's existing data to Cloud. The data you can migrate includes staff and contact lists, trial balance or general ledger data, entities (client workspaces) and Working Papers engagement files.



  • Organizations with large data sets should migrate their data using the Migration Manager.

  • Organizations with smaller data sets can choose to perform the migration directly in Cloud.

  • If you need to migrate data from a third-party accounting software package, use the Cloud Import Utility to transfer the data directly to Cloud.