CaseWare vs. Jotform 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

Jotform PDF Editor has been a game-changer for a local festival which is a client of mine. I set them up with a Jotform for parade entries to pre-register, then use the PDF Editor to format each entry in an easy-to-read layout so the announcer can read the information as each entry passes during the parade. I set up another client that uses it to track new members. This scenario is a little trickier as the amount of information gathered can vary quite a bit, so it's a little harder to keep the layout of all the entries consistent

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

• PDF certificate design and layout
• Automatic field value population based on form submission
• Automatic issuing of PDF certificate

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

• Exports all fields, not just the ones that have been conditionally filled out.
• Could use better page breaks.
• Would love a clearer editing interface.

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

Jotform PDF Editor has a feature that natively integrates with Jotform PDF Editor form data. I like the fact that I can easily automate and fill PDF and customise its design based on many multiple purposes of a PDF document.

Incentivized

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

Incentivized

• Saves hours of time manually inputting data
• Keeps entries consistent well organized

Incentivized