Likelihood to Recommend 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 It is possible to share files and folders with up to 200 email addresses, as well as with persons outside the company.Use the drop-down arrow to select who may see, comment on, or change the file or folder before sending out an invitation.I am very much impressed with this feature
Read full review Pros 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 Any user with access can store a file using different platforms like Android, IOS, Windows, or Ubuntu (Desktop version) You can share files with any number of different users with different access rights or you can even keep it public by providing the access link and assign different rights for public access You can open Excel/Word files using google software Sheets/Docs in the browser environment without having to install software like Microsoft Office etc on your Windows OS Read full review Cons 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 Having a little bit more control and clarity over what is shared and how it is shared would be a useful improvement. Could be more robust and flexible as far as assigning restrictions. Google Sheets could be enhanced because Excel really is not there yet as a product with equal capabilities as there are still quite a few limitations to the functionality. Read full review Likelihood to Renew For its compatibility, easiness, quick responses, user interface, storage capacity, files management and file listings. These are some of the reasons for giving higher ratings and Google Drive has become an integral part of my professional life. We use this software on daily basis and most of the time saving lot of time.
Read full review Usability It's easy enough to use for computer users of all ages and skill levels. I am an advanced user, and I think the hardest part might be showing someone how to download and set up the app on their device if they weren't too familiar with computers, but overall it is very easy to understand.
Read full review Reliability and Availability Always available
Read full review Performance The documents load fairly quickly and also update in real time, especially given the fact that multiple people can be using it at once. The "Offline" feature works great to allow the user to make edits and access the document without access to the internet, and then sync changes later once they're back.
Read full review Support Rating It takes a few days for customer support to get back to you. Although, I have not had to use support too often. Once you get an email back, they are very thorough and work hard to fix the problem quickly. It is a really great resource and a great way to get the help you need if you're stuck. A phone call also works quickly but you have to call during specific times.
Read full review In-Person Training The effective google workspace using training that my organization received and was conducted by me (as a team lead of the ICT team) was mind-blowing and as a result, our staff is performing well in terms of using the application for their daily jobs than before. Now, in my institution, all teachers and all the administrative personnel are very much interested in cloud storage facilities, in previous my institution was afraid of losing all important documents in the cloud storage. But, after having received the training they are now realized that if anyone has only one google account then he or she can use 15GB of cloud storage freely and they are now happy because now it is not necessary for anyone to carry the traditional pen drive.
Read full review Implementation Rating It's an extremely easy software to implement, once you sign up for a google account you automatically have access to google drive with a set amount of storage space. The business or Google Suite accounts have more storage space than a regular free account, but setting up and accessing google drive is very easy in both cases
Read full review Alternatives Considered 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 In short, Google Drive is better for independent users who store a normal amount of stuff.
OneDrive makes more sense for businesses and teams that are doing heavy-duty storage or large-scale syncing. Realistically, though, most users will fall somewhere in between the two, where either platform would meet their needs.
Read full review Scalability I have always been able to access
Read full review Return on Investment Increased accuracy of billing Better time management Secure storage of CaseWare Working Papers files Effective client management Read full review It has given our operation remote capabilities Easier to access and understand client's need through collaborative enviroment availability to digital resources fast and easy saved our operation hundreds of dollars in physical storage (both investment and maintenance) our operation became easier for new staff to get onboard: small learning curve to use it Read full review ScreenShots