CaseWare Cloud vs. Foxit PDF Editor

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

Great for marking up depositions or pleadings with highlights, comments, and notes during case review.
Supports Bates stamping, password protection, and other features often required for electronic filing.

Built-in tools allow for quick and secure redaction of privileged or confidential information before sharing or filing. Less appropriate if you needed to work on real time collaboration or building complex form templates from scratch.

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

• FoxitPhantom carries superior editing tools over Adobe Acrobat and similar products. It allows you to modify text, images, & objects in a more robust fashion
• Integrates well with Microsoft Office products such as Word, PPT, & Excel
• Allows you to work in a nearly paperless environment

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

• I have a dual monitor setup at work and there are times when I wish that I could view pdf documents on both monitors at the same time. I have not yet figured out how to do that with FoxitPhantom as it appears to limit the user to displaying multiple pdf documents as separate tabs on the same screen. If dual screen is an option in the software, it needs to be more apparent.
• I can't think of any other desired improvements. This software really does everything that I need it to do.

Incentivized

Because very few editors are so easy to use and deploy backed by speed and performance. Foxit PDF is known for its speed and performance, allowing users to open and work with PDF files quickly and efficiently

Foxit's user-friendly interface is easy to navigate and use, making it a popular choice for users who are new to PDF software.

It's great tool to use for any type of business in the world and short cut the time to convert files and has other different features like I Assistant for summarizing, rewriting, and extracting key data from your documentEdit text and images, reorder, and delete pages in a PDFConvert PDFs and export to Microsoft Word, Excel, and PowerPointEasily create, fill, sign, and send formsAdd security and password-protect PDF filesTurn scanned documents into editable, searchable PDFsCompare two versions of a PDF to review all differencesSign documents, request signatures, and track responses in real timeSmart Redact to automatically remove sensitive informationIncludes mobile app

FoxitPhantom PDF integrates very well with the Microsoft Office products, which is where I found I use this the most. It performs about as well as can be expected, without any out of place latency. Whether it be merging, deleting, editing or rearranging pages, its performance holds up even with larger documents.

Incentivized

I haven't personally had interaction with the customer support from FoxitPhantom, however based on conversations I have had with members in the organization, I was given positive feedback. Their website has a lot of information and tutorials. If you need to contact them, they are quick to respond. User manuals are readily available.

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

Foxit PDF Editor had the most tools that I frequently use and it had them right where I expected them. All of the others that I demoed either lacked tools I use often or were not nearly as intuitive to use.

Incentivized

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

Incentivized

• For a PDF software in a our company is difficult to translate the software performance into financial results. With a PDF software is a lot less obvious than an ERP of a Payroll System, but one advantage could be the savings that a lower cost of licensing would bring when it is used by a bigger number of users.
• A positive impact is the ease of use when creating and filing new hired employees, but once again, it is hard to say that it is faster than a different PDF software and even if that was the case the savings in time would be probably unnoticeable. At least one would be having a process with no hassles when creating and saving your PDF documents for your employees.
• So far no crashes. I have never heard a complain about Foxit crashing even when you have dozens of documents opened at the same time. We can't say the same when using other applications like Excel... This brings peace of mind and less frustrated users.

Incentivized