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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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  • Migrate large data sets (over 50 files)
  • Transfer engagements in bulk with CloudBridge
  • Redact information
  • Index
  • Caseware Academy | Getting Started with Extractly
  • Provide feedback or request support
  • Organize files
  • Add copied text as linked content in financial statements
  • Download Working Papers files
  • Download files
  • Download Working Papers files
  • Annotate a PDF document
  • Edit an added PDF document
  • Built-in roles
  • Grant users and groups access to entities
  • Users and Groups
  • Index
  • Add a risk from the risk library
  • What is Caseware AiDA?
  • Enable access to Caseware AiDA
  • Perform risk assessment
  • Link a consolidation engagement to another engagement file
  • Import a trial balance for an internal subsidiary
  • English (Canada)
  • Français (Canada)
  • View analytic test results for checklists
  • Get started
  • firm template
  • Create a consolidation engagement
  • Group audit overview
  • Create client entities
  • Entities
  • English (Canada)
  • English (Canada)
  • Deutsch
  • Deutsch
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