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 Kofax [Capture] meets our needs and for the most part is easy to use and setup. Configuration could be a little bit easier. The scripting language is a double edge sword if you will. It gives you nearly unlimited possibilities to script what you need, but the downside is you have to script it. Does a good job at batching and scanning documents. The tool integrates well into our workflow which makes our business partners happy and in turn provides for happy customers.
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 The VRS application included with Kofax Capture is the best image pre-processing platform available on the market today. It can handle a wide array of common document problems such as skew, flipping, wrinkles, lines, and dots. The platform is incredibly scriptable and can be customized to handle all sorts of unusual document contents to allow information to be extracted that many other platforms just struggle on. Table extraction, line item matching, and smart extraction are all strong points with this platform. Through the use of SBL and .NET the platform can be expanded and scaled quite easily to allow for the software to be integrated into existing business processes and platforms with ease. 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 We struggled with configuring Kofax with AP Automation. We used to receive vouchers in different formats by different companies, by different departments. The people from different departments used to scan those vouchers through regular scanners to a central location, which ended up as image pdfs. We fed these image pdfs through Kofax Capture for character recognition, which was painful as the accuracy of recognition was 50 to 60%. Having a connectors with a workflow tool would be helpful where people can validate and approve the output. More samples and documentation related to use of API in .NET applications would be a good improvement, that would help users to adapt the product easily into their organization. Read full review Likelihood to Renew Cost of Kofax is high, however the cost to benefit scenarios always pay off.
Read full review Usability It's good.
Read full review Support Rating Haven't really used their support yet
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 Quality of data capture. Automatic data integration with Oracle and SAP ERP. Automatic image integration with Oracle and SAP ERP. Automatic invoice booking in Oracle and SAP ERP.
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 We were able to decrease personnel expenditures as there was not a need for individuals to index documents prior to incorporating them into the record. Read full review ScreenShots