12d Synergy vs. CaseWare Cloud

12d Synergy and its ability to handle all file types really suited the engineering industry.

CaseWare Cloud has made it much easier to manage our practice. We use CaseWare Working Papers and the SmartSync Server for all our GIFI and Compilation engagements, and it has provided many efficiencies when working on these engagements. It has also proved to be very useful when tracking time and billing our personal tax clients. We are able to keep relevant info for all our clients under the entities section, which has allowed us to maintain a high level of client service. I would recommend CaseWare Cloud and Time to anyone looking for tools to help manage their practice.

Incentivized

• Manages multiple files in a folder, while allowing file sharing (AutoCAD, xrefs, etc.)
• Delivers HUGE (2, 3, or 5GB) files with minimal bandwidth

• Invoicing is very simple and highly customizable.
• CaseWare Time is easy to use and it is convenient to have the ability to set billing rates for individual staff and time codes.
• The memo section for entities allows us to include detailed notes and relevant info for clients in a space that is convenient to access.

Incentivized

• 12d Synergy could provide additional analytical reporting on user behavior and usage out of the box.
• Improved speeds when referencing shared files from other 12d model projects.

• Under the list of entities, it is not possible to show or search phone numbers. In order to do this, we had to manually move all of our client phone numbers from each entity to their corresponding contact. It would be much more convenient if there was a way to export phone numbers from entities to contacts, or if you could simply search phone numbers from the entities screen.

Incentivized

The 12d Synergy team is always ensuring our issues and needs are resolved promptly. Whether it be on the forum or phone, they are kind and helpful

Hands down prefer 12d Synergy. Bentley ProjectWise is overly complex, expensive and has a very cluttered interface.

We researched similar products from Wolters Kluwer before making our purchase. We felt the features in CaseWare Cloud were better suited to our needs. Our previous experience with CaseWare and our desire to continue using CaseWare Working Papers is the main reason we made the decision to choose CaseWare Cloud.

Incentivized

• 12d Synergy has solved our multiple office syncing issues, adding the ability to have staff from remote offices collaborate together on projects.
• Email saving used to be a nightmare, however, staff finds 12d Synergy's email saving easy to use and are able to search for saved emails quickly.

• Increased accuracy of billing
• Better time management
• Secure storage of CaseWare Working Papers files
• Effective client management

Incentivized