Apple iCloud is a document management software offering from Apple. It includes features such as access to music, photos, calendars, contacts, and documents, and it is built into every new iOS device.
$0.99
per month
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.
iCloud is also great to keep access to photos synced across devices. Ex: I can snap a photo at a job site and have access to that photo on my desktop when I return to my office. I can then drop the photo into a document that is stored in iCloud and have instant access to that document on my iPad at a client's office later in the day. Seamless transitions make life much easier.
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.
Syncing files, appointments, Notes and contacts. If I'm away from home, and set an appointment using my phone, that appointment automatically updates real time to my home laptop and vice-versa.
Customization - iCloud is great at the stuff it does well. But it lacks features that some competitors (in Google Drive or Dropbox) do really well. API support for third-party apps is really great for some other people.
Remote use - Managing or accessing information from iCloud while not on one of your logged-in apple devices can sometimes be an issue. From a work computer for example. It doable, but the experience is much less user-friendly.
Ability to edit documents on the cloud similar to google docs or some other competitors
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.
It's so seamless that I can't imagine another product doing a better job synchronizing all of my devices. I simply do not think about it at all. Everything happens behind the scenes and I'm confident that Apple keeps my data safe and secure. I'm a happy customer as far as this is concerned. I have not had a bad experience with this service.
While it may be great to use with other Apple products, I find it's an absolutist-style workflow to be debilitating and to lead to many problems. When you sign into the cloud, it completely takes over your device in many ways that you don't notice at first until there is a problem.
Occasionally, large files that haven't yet been synced require a few minutes to pull down but I've rarely noticed delays. It does a good job of keeping data cached on my local machines while updating them with changes from other machines transparently.
Apple customer service is fantastic. iCloud is built with Apple in mind and its design is extremely intuitive and user-friendly. Additionally, whenever our team has encountered issues, the speed of Apple support has been more than timely in addressing our issues and solving our request. We have encountered relatively few issues in my time with the platform and this only improves our overall score for those who keep the platform stable.
Apple does offer an alternative to Office & the Google Docs family but trusting to use it with both internal and external parties is tough. Google is more universal and easier for 3rd parties to collaborate with. Apple works well for a closed internal group that is native to Apple's ecosystem. Google offers more storage space than Apple
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.
If I lose track of my credentials or my continuing education documentation, I could end up not being able to renew my certification. This would lead to a major loss in revenue.
Time is money and having all of my required documents easily accessible in iCloud saves me time and allows me to work more efficiently.
My Apple devices were certainly not cheap purchases. iCloud has allowed me to maximize my productivity through synchronizing my work no matter which device I'm working on.
