ActiveDocs vs. CaseWare Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ActiveDocs
Score 9.0 out of 10
N/A
ActiveDocs is a document management software offering from ActiveDocs.N/A
CaseWare Cloud
Score 10.0 out of 10
N/A
CaseWare Cloud enables real-time intelligent insight and analytics about clients and the user's practice on any device, with a cloud-based audit and accounting software solution. It is presented as a full document management system with centralized data storage, built-in archiving, retention and backup capabilities so files remain organized among staff, colleagues and teams.N/A
Pricing
ActiveDocsCaseWare Cloud
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ActiveDocsCaseWare Cloud
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
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ActiveDocsCaseWare Cloud
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Medium-sized Companies
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User Ratings
ActiveDocsCaseWare Cloud
Likelihood to Recommend
9.0
(4 ratings)
10.0
(1 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Performance
8.0
(1 ratings)
-
(0 ratings)
Support Rating
8.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
ActiveDocsCaseWare Cloud
Likelihood to Recommend
ActiveDocs
There are not a lot of competitors to compare this product with, but ActiveDocs holds its own as a very useful software for the need. I recommend doing a demo to see how the process works, but it's rather streamlined and easy to create a template and produce a document from it.
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CaseWare International
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.
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Pros
ActiveDocs
  • The User Interface was pleasant to use.
  • it is a very intuitive software
  • the available templates help and facilitate the day-to-day work
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CaseWare International
  • 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.
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Cons
ActiveDocs
  • Template could be better by adding features that make it easier for users.
  • Some features are missing like image editing, and SEO management.
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CaseWare International
  • 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.
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Usability
ActiveDocs
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
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CaseWare International
No answers on this topic
Performance
ActiveDocs
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
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CaseWare International
No answers on this topic
Support Rating
ActiveDocs
ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.
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CaseWare International
No answers on this topic
Alternatives Considered
ActiveDocs
In relation to other software that have a functionality similar to ActiveDocs, they don't even compare in relation to the interface, I didn't use all the software available on the market, but the ones I used and I can compare, ActiveDocs is without a doubt the best among them. We really likes the interface.
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CaseWare International
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.
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Return on Investment
ActiveDocs
  • ActiveDocs allows us to create, edit and validate any type of content quickly and with no coding skills.
  • Easy and quick editing.
  • Really flexible and simple to set up
  • Helped us achieve a much higher level of efficiency in our daily operations.
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CaseWare International
  • Increased accuracy of billing
  • Better time management
  • Secure storage of CaseWare Working Papers files
  • Effective client management
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ScreenShots