Your migration toolkit: moving from Working Papers to the Caseware platform

Plan your move from Working Papers to the Caseware platform. Download the toolkit with a migration checklist, CloudBridge guide and answers to top FAQs.

Synopsis

Regulatory demands are rising, client expectations are growing, and firms need more flexibility than a desktop file allows. According to Caseware's 2024 State of Accounting Firms Trends Report, nearly 40% of firms have already adopted cloud-based tools, and another 48% plan to make the move within the next two years.

Now there's another reason to move: Caseware Verity, a new AI orchestration layer, is available exclusively on the cloud-based Caseware platform. Verity coordinates specialized agents across your engagement, from preparing and planning to evaluating and reporting, drawing on your firm's methodology and full engagement context. Suggestions are citation-backed and reviewable, so your team decides what enters the file.

Caseware's Migration Toolkit helps you plan, prepare and execute your move from Working Papers to the Caseware platform, on your own schedule, from early preparation to final validation.

Inside, you’ll find:

Why Move Now: The data behind the shift to cloud.

Myth vs. Reality: Separate fact from fiction on cloud migration, control, security and cost.

CloudBridge Quick Start Guide: Learn how to connect your Working Papers to Caseware Cloud securely and easily with the CloudBridge migration tool.

Migration Checklist: A detailed roadmap to ensure nothing gets overlooked.

FAQ & Troubleshooting: Answers to top migration questions, including data security, mapping and roll-forwards.

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