Requirements:

  • Current Smith & Howard PC laptop or desktop
  • 1 - 2 hours of time depending on how much data you have on your computer
  • OneDrive must be setup and activated, for instruction see: OneDrive: Getting Started

Overview:


  1. Backup files on your computer
  2. Backup bookmarks
  3. Backup Practice and other logins
  4. Verify CaseWare is backed up
  5. Outlook email, contacts, calendar, and quick-complete addresses will automatically come over to your new computer.


Files to Backup:

  1. Any client related files should be stored on the K: or Q: drive as appropriate
  2. Any firm related files should be stored on the L: drive as appropriate
  3. Files and data that do not contain sensitive client data can be moved to your OneDrive: 
  4. Locations to check on your computer: https://helpdesk.smith-howard.com/support/solutions/articles/5000055971
            a. Documents
            b. Downloads
            c. Pictures
            d. Desktop

  5. CaseWare sync files should not be copied or moved, please see instructions below

Bookmarks & Favorites:

Your new computer will have Google Chrome, Microsoft Internet Explorer, and Microsoft Edge. Any bookmarks or favorites from these you can backup to take with you to the new computer

 

  1. Backup and Restore for Google Chrome: https://helpdesk.smith-howard.com/support/solutions/articles/5000032147
  2. Backup and Restore for Internet Explorer: https://helpdesk.smith-howard.com/support/solutions/articles/5000032439


Practice & other apps

  1. Be sure you know your Practice username and password. If you do not you will need to contact Shannon as she manages Practice logins.
  2. Put any passwords and login info in LastPass: https://helpdesk.smith-howard.com/support/solutions/articles/5000031827-lastpass-about-getting-started
  3. Remove any personal information or data that you may have stored on the computer including photos, files, or music.


CaseWare (OPTIONAL do right before scheduled swap time)

  1. Ensure that all of the engagements/ files that you have a SmartSync copy for on your computer have been updated and synchronized.
  2. Delete the local SmartSync copy from your current workstation: https://helpdesk.smith-howard.com/support/solutions/articles/5000031834
  3. Revoke your CaseWare license: https://helpdesk.smith-howard.com/support/solutions/articles/5000031833
  4. Close CaseWare when done.

Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE , by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.