# Caseware files – cloud, local, or Caseware Cloud?

**URL:** https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371
**Category:** Accounting and Bookkeeping
**Created:** [September 29, 2025, 10:24pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371 "2025-09-29T22:24:22Z")
**Posts on this page:** 14
**Page:** 1

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### Author: ![Easyzen](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/easyzen/32/3148_2.png) [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)
#### Post date: [September 29, 2025, 10:24pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/1 "2025-09-29T22:24:23Z")

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Hello,

How are you saving your Caseware files?

Do you keep them in the cloud (Dropbox, Sync, SharePoint), on your local computer, in Caseware Cloud, or somewhere else?

I just want to know what has been working best for others.

Many thanks!

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### Author: ![kevin](https://avatars.discourse-cdn.com/v4/letter/k/2acd7d/32.png) [@kevin](https://www.protaxcommunity.com/u/kevin)
#### Post date: [September 30, 2025, 11:15am UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/2 "2025-09-30T11:15:59Z")

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I’m a sole practitioner and keep my files on my network. I have a good backup system in place, locally and remote.

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### Author: ![fabien](https://avatars.discourse-cdn.com/v4/letter/f/85e7bf/32.png) [@fabien](https://www.protaxcommunity.com/u/fabien)
#### Post date: [September 30, 2025, 4:48pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/3 "2025-09-30T16:48:37Z")

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We use SharePoint as our cloud server. Note that this setup doesn’t allow for multiple users in the Caseware file at the same time. It works great otherwise.

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### Author: ![Easyzen](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/easyzen/32/3148_2.png) [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)
#### Post date: [September 30, 2025, 6:13pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/4 "2025-09-30T18:13:46Z")

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> [@kevin](#):
>
> I’m a sole practitioner and keep my files on my network. I have a good backup system in place, locally and remote.

That’s how I’m set up too. I’m just trying to figure out how to access my CaseWare files seamlessly from both home and the office.

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<div class="post-metadata">

### Author: ![Easyzen](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/easyzen/32/3148_2.png) [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)
#### Post date: [September 30, 2025, 6:19pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/5 "2025-09-30T18:19:38Z")

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> [@fabien](#):
>
> We use SharePoint as our cloud server. Note that this setup doesn’t allow for multiple users in the Caseware file at the same time. It works great otherwise.

Only one person accesses the CaseWare file at a time. CaseWare says their files aren’t really designed for the cloud, though it does work. Do you compress the file each time it’s closed?

Thanks!

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### Author: ![kevin](https://avatars.discourse-cdn.com/v4/letter/k/2acd7d/32.png) [@kevin](https://www.protaxcommunity.com/u/kevin)
#### Post date: [September 30, 2025, 7:57pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/6 "2025-09-30T19:57:29Z")

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> [@Easyzen](#):
>
> I’m just trying to figure out how to access my CaseWare files seamlessly from both home and the office.

I use the AnyDesk app when I have to access data from home. I don’t work from home that much but when I need it, it works. It’s easy to handle the multiple monitors I use at the office, too.

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<div class="post-metadata">

### Author: ![Easyzen](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/easyzen/32/3148_2.png) [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)
#### Post date: [September 30, 2025, 8:52pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/7 "2025-09-30T20:52:43Z")

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> [@kevin](#):
>
> I use the AnyDesk app when I have to access data from home. I don’t work from home that much but when I need it, it works. It’s easy to handle the multiple monitors I use at the office, too.

That’s a good idea. I bought two or three CaseWare licenses per user because we often work from the office, home, or a client’s site. Suspending and transferring the license each time would be inconvenient.

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### Author: ![fabien](https://avatars.discourse-cdn.com/v4/letter/f/85e7bf/32.png) [@fabien](https://www.protaxcommunity.com/u/fabien)
#### Post date: [September 30, 2025, 9:23pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/8 "2025-09-30T21:23:53Z")

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Caseware’s statement that they are not designed for the cloud is why we can only be one user at the time.  
Regarding compression, we do compress the files as a best practice… but that was well before, and irrespective of using Sharepoint. Having an uncompressed file invites issues with files being moved or deleted inadvertantly. Plus take a bunch more room to save.

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### Author: ![kevin](https://avatars.discourse-cdn.com/v4/letter/k/2acd7d/32.png) [@kevin](https://www.protaxcommunity.com/u/kevin)
#### Post date: [September 30, 2025, 9:39pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/9 "2025-09-30T21:39:09Z")

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> [@Easyzen](#):
>
> I bought two or three CaseWare licenses per user

I don’t double up on the licenses. I access Caseware on my office computer through the AnyDesk app.

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### Author: ![snoplowguy](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/snoplowguy/32/2535_2.png) [@snoplowguy](https://www.protaxcommunity.com/u/snoplowguy)
#### Post date: [October 1, 2025, 12:57pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/10 "2025-10-01T12:57:05Z")

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> [@kevin](#):
>
> I use the AnyDesk app when I have to access data from home.

I’ll need to check out AnyDesk @kevin.

I’m using Splashtop for remote access to office computer & server, which I find works really well, but I guess you really don’t know how well unless you have something to compare it to.

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### Author: ![kevin](https://avatars.discourse-cdn.com/v4/letter/k/2acd7d/32.png) [@kevin](https://www.protaxcommunity.com/u/kevin)
#### Post date: [October 1, 2025, 1:36pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/11 "2025-10-01T13:36:11Z")

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I’ve never heard of Splashtop, @snoplowguy. I looked at their website. They seem to have similar features. It took me a while to setup AnyDesk to my liking but I’m used to it now. Let me know what you think. I’m always open to better software choices.

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### Author: ![jglass](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/jglass/32/723_2.png) [@jglass](https://www.protaxcommunity.com/u/jglass)
#### Post date: [October 2, 2025, 4:27am UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/12 "2025-10-02T04:27:56Z")

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I just had a conversation with a new IT person, as part of moving my server into the cloud. He recommended using the CaseWare cloud (hybrid) even if everything else is on another cloud platform. And since it’s included in the desktop license now this is probably what we will do.

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<div class="post-metadata">

### Author: ![Easyzen](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/easyzen/32/3148_2.png) [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)
#### Post date: [October 2, 2025, 5:50pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/13 "2025-10-02T17:50:43Z")

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> [@fabien](#):
>
> Regarding compression, we do compress the files as a best practice… but that was well before, and irrespective of using Sharepoint. Having an uncompressed file invites issues with files being moved or deleted inadvertantly. Plus take a bunch more room to save.

Thanks! I tested some files. A compressed file is easier to restore from cloud backups or version history because it is just one file. In the past, Before moving a file to long-term storage, we compressed the files.

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<div class="post-metadata">

### Author: ![Easyzen](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/easyzen/32/3148_2.png) [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)
#### Post date: [October 2, 2025, 5:56pm UTC](https://www.protaxcommunity.com/t/caseware-files-cloud-local-or-caseware-cloud/11371/14 "2025-10-02T17:56:49Z")

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> [@jglass](#):
>
> He recommended using the CaseWare cloud (hybrid) even if everything else is on another cloud platform. And since it’s included in the desktop license now this is probably what we will do.

After your reply, I searched and found some links about CaseWare Cloud. Thank you for the idea. It would be great if you could share your experience with CaseWare Cloud with us.

[![](https://us1.discourse-cdn.com/flex016/uploads/taxcycle/original/2X/f/fa8329cccc60e2707539c9ee43140295cd26d657.jpeg "CaseWare Cloud - Getting Started") ](https://www.youtube.com/watch?v=12-JjFJk4HI)

> **[Caseware Cloud](https://www.caseware.com/ca/products/cloud/)**

> **[Caseware Cloud](https://www.caseware.com/ca/products/cloud/)**
