TrustRadius

Canopy Practice Management vs. CaseWare

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Canopy Practice Management
Score 10.0 out of 10
N/A
Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.N/A
CaseWare
Score 7.8 out of 10
N/A
Caseware 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
Canopy Practice ManagementCaseWare
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Canopy Practice ManagementCaseWare
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
Community Pulse
Canopy Practice ManagementCaseWare
User Ratings
Canopy Practice ManagementCaseWare
Likelihood to Recommend
10.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
Canopy Practice ManagementCaseWare
Likelihood to Recommend
Canopy, Inc.
No answers on this topic
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.
DH
Dylan Haynes
Accounting Manager
Read full review
Pros
Canopy, Inc.
  • Client information management
  • Task tracking
  • Time Tracking
LC
Larry Collins
Accounting Supervisor
Read full review
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.
DH
Dylan Haynes
Accounting Manager
Read full review
Cons
Canopy, Inc.
  • I wish Contact information could contain active hyperlinks
  • I wish reports could be generated based on TAGS
  • I wish contact lists could be generated based on filters
LC
Larry Collins
Accounting Supervisor
Read full review
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.
DH
Dylan Haynes
Accounting Manager
Read full review
Alternatives Considered
Canopy, Inc.
LIGHT YEARS ahead of PCS. We hated it
LC
Larry Collins
Accounting Supervisor
Read full review
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.
DH
Dylan Haynes
Accounting Manager
Read full review
Return on Investment
Canopy, Inc.
  • Big impact on profitability based on the ability to set budgets and track time
LC
Larry Collins
Accounting Supervisor
Read full review
CaseWare International
  • Increased accuracy of billing
  • Better time management
  • Secure storage of CaseWare Working Papers files
  • Effective client management
DH
Dylan Haynes
Accounting Manager
Read full review
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