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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
  • Possible associations
  • Identify preliminary analytical procedures
  • Integrate Working Papers with Caseware Cloud
  • Supported third party accounting packages.
  • MyCaseware
  • Definitieve proefbalans
  • New in Caseware Taxflow
  • Caseware Taxflow Fall 2025
  • scoped your engagement
  • View licenses and downloads for Caseware Desktop products
  • Settings
  • User Settings
  • Entities
  • Gegevens van de klant importeren uit een CSV- of Excel-bestand
  • De transacties en andere subgrootboekgegevens van de klant importeren uit een CSV- of Excel-bestand
  • What is Caseware SQM?
  • Get started with Caseware SQM
  • Get Started
  • Index
  • User roles and permissions
  • Query syntax in GET requests
  • Get started with Cloud API
  • Sample Caseware Cloud security framework
  • Grant users and groups access to entities
  • purchased licenses
  • Deny users and groups access to an entity
  • Common use cases
  • What is Caseware Hybrid Cloud?
  • Index
  • New in Caseware Cloud
  • What is Caseware DocuFlex CA?
  • English (US)
  • What's new - Caseware Taxflow Winter 2024
  • What's new - Caseware Taxflow Fall 2025
  • Release updates
  • New in OnPoint Audit
  • Import trial balance from an engagement
  • Start the engagement
  • New SLG forms
  • Caseware Working Papers
  • Import the client's data
  • What is Caseware PBC Requests?
  • What is CasewareCloud Time?
  • What is Caseware Sherlock?
  • New in Caseware Cloud Engagements
  • What is Caseware Cloud Engagements?
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