Likelihood to Recommend
It has a comment option on the page, where you can tag other teammates tagging them. it sends the mail notification. Comment at the page end is pretty good for referring to other stakeholders and future references of the topic on the page. Creating the highlights of the discussions, and meeting held points with highlighted tagging. Easy shortcuts such as to add a date just type "//". The interface is cool and has easy shortcuts for quick page making.
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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.
Read full review Pros QUICK How-to Guides that can be generated and share instantly One can subscribe to the pages and spaces and receive updates in the feed on their home page Automatic Email notifications of new updates in the Confluence area The platform integrates easily with other Atlassian platforms including third-party apps thus improving its reliability Read full review 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. Read full review Cons Navigation. Similar to other Atlassian products, users have complained that aspects of Confluence are difficult to learn right away[.] An issue that users can face when using Confluence is attempting to edit a document while someone else is editing. Although users can access the document and save it, they are unable to see the changes happening in [real-time] that other users are implementing until they refresh their page. Some users have also noted that this can result in loss of edits. Another drawback of using Confluence is its specific organizational structure. All information is stored within one page or project, although the page is able to be broken up into sections, some users do not prefer this style. Users can use the ‘page tree’ on each page to organize the different elements of each project. Read full review 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. Read full review Likelihood to Renew
I am confident that Atlassian can come with additional and innovative macros and functions to add value to Confluence. In 6 months, Atlassian transformed a good collaborative tools into a more comprehensive system that can help manage projects and processes, as well as "talk" with other Atlassian products like Jira. We are in fact learning more about Jira to evaluate a possible fit to complement our tool box.
Read full review Usability
Confluence can - and in my personal opinion, it will - be a bit hard to use in the first moment.
is a great company and is eager to help you with any question you have, though. The interface seems to be a bit clumsy at first but the customization options are enough to make it easier and simpler. In general, Confluence is easy to use when you understand what each section does, but this can take a while.
Read full review Reliability and Availability
I do not recall having outages or applications error so far, very reliable and available.
Read full review Performance
Pages load very quickly, which makes it useful for quickly obtaining information. The search functionality is also very quick and is able to parse through all of the documents to provide the most relevant results for the query. Other information based software gets bogged down, but so far
Confluence maintains its performance.
Read full review Support Rating
This rating is specifically for
's self-help documentation on their website. Often times, it is not robust enough to cover a complex usage of one of their features. Frequently, you can find an answer on the web, but not from
. Instead, it is usually at a power user group elsewhere on the net.
Read full review Implementation Rating
Overall, I am very satisfied with the initial implementation (and the subsequent upgrades and implementations made over the years).
This product has never rose to the level of being an major issue at an executive level. It has quietly and valiantly done it's job for our company!
Read full review Alternatives Considered
We used to use
to store all of our documentation, but it is disconnected from our every day working environment and it was easy to lose documents and become disorganized within the broad drive environment. [
] Confluence has kept us more organized and its tight coupling with
has made documents more accessible and more likely to be kept up to date.
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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.
Read full review Scalability
This tool is very adaptable. So much so we use it for three completely separate projects, in three very different ways.
Read full review Return on Investment We've gone from folders and folders of Word documents and PDFs into a single system with a search feature to bring all of our data together and trackable While onboarding took a bit longer for the company (to switch from a Word document centric mindset - to a web-based one), overall the company has embraced the features and power of Confluence within the working stack However, as costs continue to climb for the Atlassian product, we are forced to continue our evaluation of the product - with replacing it a remote possibility if it begins to outprice its usefulness to us. Read full review Increased accuracy of billing Better time management Secure storage of CaseWare Working Papers files Effective client management Read full review ScreenShots