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