TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Avii Workspace

    Score9 out of 10
    Enterprise companies (1,001+ employees)
    Avii Workspace™ is an end-to-end practice management platform for tax, audit, advisory, management consulting and compliance that provides native functionality; interconnects required or preferred SaaS and internal systems that allow API connectivity; and eliminates redundant SaaS products with their associated logins, passwords, and additional costs. Avii Workspace gives consultants and clients a single portal and a unified workspace for the functions that drive consistent workflow,…

    $55

    per user/per month

    CaseWare

    Score9 out of 10
    N/ACaseware is a global provider of cloud-enabled audit, financial reporting and data analytics solutions for accounting firms, corporations and government regulators. Caseware’s tools and platforms help customers in 130 countries.N/A
    Pricing
    Avii WorkspaceCaseWare
    Editions & Modules
    Avii Workspace
    $55.00
    per user/per month
    No answers on this topic
    Offerings
    Pricing Offerings
    Avii WorkspaceCaseWare
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    Avii WorkspaceCaseWare
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Avii WorkspaceCaseWare
    Likelihood to Recommend
    Avii
    No answers on this topic
    Caseware International Inc.
    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
    Read full review
    Pros
    Avii
    No answers on this topic
    Caseware International Inc.
    • 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
    Read full review
    Cons
    Avii
    No answers on this topic
    Caseware International Inc.
    • 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
    Read full review
    Alternatives Considered
    Avii
    No answers on this topic
    Caseware International Inc.
    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
    Read full review
    Return on Investment
    Avii
    No answers on this topic
    Caseware International Inc.
    • Increased accuracy of billing
    • Better time management
    • Secure storage of CaseWare Working Papers files
    • Effective client management
    Incentivized
    Read full review
    ScreenShots

    Avii Workspace Screenshots

    Screenshot of Avii WorkspaceScreenshot of Avii Secure Document ExchangeScreenshot of Avii Project and Task ManagementScreenshot of Avii Resource Planning