Agiloft vs. CaseWare Cloud

It is useful for contract management as it is supposed to be. I like the new interface a lot. It looks much more modern now. It is not as easy to manage documents that are not contracts. We tried to use the software as a vendor management solution, but eventually, the company decided to use another software instead. It needed customizations for our use case, which we could not afford to spend time on.

Incentivized

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

• Categorizing data based on your specific business needs.
• Comparing documents and identifying risk.
• Workflow management and visibility into state of things.

Incentivized

• 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

• Reporting - If reporting is important, you may consider another platform like Tableau which can be fed from Agiloft
• Sorry, just reporting

Incentivized

• 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 current functionality is excellent and we keep getting request for more. Leadership wants to make this a one stop shop.

Incentivized

Nice and simple interface. The software does its job well. It is not a central software for company operations, but it makes it significantly easier for multiple departments to operate. Regular updates and communication about them are the best part of the software and I would recommend it for other departments should the need arise. One major benefit I have found of Agiloft is scalability. As the company grows, the number of contracts grows almost exponentially. Agiloft allows handling them easily without having to reorganize old contracts.

Incentivized

We have enlisted the help of Agiloft support on various occasions and it has been excellent. You work with an individual that understands your workflow and will help you figure out how to make corrections

Incentivized

Prior to implementing Agiloft, we used ProLaw. ProLaw acts as an electronic library for all contracts across the company. We were able to get this to work for us but it was limited in what functionality it provided. Agiloft is far superior when it comes to tracking and contract generation. Both systems store the agreements; however, Agiloft does a lot of the work for us. It creates the agreements with the click of a button, manages user permissions, sends automated reminders without requiring setup. These are all things ProLaw either didn't have or had but required manual entry. I was not the one who selected Agiloft as our new system, but after using it I can see why it was chosen.

Incentivized

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

• Agiloft has streamlined the requisitioning process and eliminated manual effort and repetitive low-value tasks.
• We now have a single source of truth for our SOC audits.

Incentivized

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

Incentivized