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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

  • 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
  • Template setup
  • User roles and permissions
  • User Setup
  • Get Started
  • What's New
  • Assign accounts to groups
  • Review and customize procedure settings
  • Perform fieldwork
  • Risk Assessment
  • Formatting and Display Options
  • Visibility Logic
  • Get started
  • Customize assertions
  • Get started - enterprise firm authors
  • Authoring index.
  • Get started - enterprise authors
  • Edit table columns in the financial statements
  • Add an analysis section in the financial statements
  • Link an account or a group to a note in the financial statements
  • Add or edit a calculation in table cells in the financial statements
  • Add data in the financial statements tables
  • Replace text and field placeholders in the financial statements
  • English (US)
  • List of Cloud Connector functions
  • Add dimensions
  • Support
  • Data linkage and realtime updates in Cloud Connector
  • Get started - Firm Administrator
  • Staff
  • Firm Administrator
  • Get started - Contact
  • Get CloudBridge
  • Supported third-party desktop accounting software
  • Dataset types
  • Import data from online accounting software
  • Caseware Data Processing Agreement
  • English (US)
  • English (US)
  • English (US)
  • Manage access for Caseware Cloud apps
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