CaseWare Cloud vs. Kofax PaperPort

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CaseWare Cloud
Score 10.0 out of 10
N/A
CaseWare Cloud enables real-time intelligent insight and analytics about clients and the user's practice on any device, with a cloud-based audit and accounting software solution. It is presented as a full document management system with centralized data storage, built-in archiving, retention and backup capabilities so files remain organized among staff, colleagues and teams.N/A
Kofax PaperPort
Score 7.9 out of 10
N/A
Kofax PaperPort (formerly from Nuance) is a document management software offering. It includes features such as desktop document management solution and allows you to manage and organize your documents in one solution.
$99
one-time fee per license
Pricing
CaseWare CloudKofax PaperPort
Editions & Modules
No answers on this topic
PaperPort Standard
$99
one-time fee per license
PaperPort Professional
$199
one-time fee per license
Offerings
Pricing Offerings
CaseWare CloudKofax PaperPort
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—Perpetual license products, there are no subscription or maintenance fees. Buy once, own forever.
More Pricing Information
Community Pulse
CaseWare CloudKofax PaperPort
Top Pros
Top Cons
Best Alternatives
CaseWare CloudKofax PaperPort
Small Businesses
Square 9 Softworks
Square 9 Softworks
Score 9.7 out of 10
Square 9 Softworks
Square 9 Softworks
Score 9.7 out of 10
Medium-sized Companies
MSB Docs
MSB Docs
Score 9.7 out of 10
MSB Docs
MSB Docs
Score 9.7 out of 10
Enterprises
Kofax Capture
Kofax Capture
Score 5.8 out of 10
Kofax Capture
Kofax Capture
Score 5.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CaseWare CloudKofax PaperPort
Likelihood to Recommend
10.0
(1 ratings)
8.7
(9 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
CaseWare CloudKofax PaperPort
Likelihood to Recommend
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.
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Kofax
Kofax PaperPort is great for any office that has paper documents - seriously! We have set up multiple businesses to use Kofax PaperPort to cut down their storage of paper receipts, invoices, documents, etc by nearly 90%! Their office is much better organized and they have the ability to edit PDF Documents for a lot cheaper than buying Adobe Acrobat.
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Pros
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.
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Kofax
  • With Kofax PaperPort, documents can be merged, pages can be extracted from multiple documents and combined to make a new PDF document. It is an important feature as one needs to do it very often and more ubiquitous pdf readers like Adobe Acrobat Reader DC lacks functionalities like these.
  • Kofax PaperPort scans the documents and using it's OCR, converts these scans to searchable PDF documents so that these documents can be searched based on the text content in them.
  • Functionality to convert other formats to PDF and PDF to other formats. This is important as many times , we need to upload certain documents only in a specific format and conversion is required to and from PDF format.
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Cons
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.
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Kofax
  • It should have a back button, so if you go from one folder to the next, it would be simple to get back to the first folder.
  • When you combine two PDFs, it should retain the title of the one that's on top.
  • The send to bar should be easier to change.
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Likelihood to Renew
CaseWare International
No answers on this topic
Kofax
PaperPort has a few quirks, but it is the only program of its kind that actually does what it claims to do. The power of it is so much more than they claim especially when it comes to trying to achieve a truly paperless office. With PDF editing built-in, it also saves considerable investment in other PDF editing programs.
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Alternatives Considered
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.
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Kofax
I was ecstatic to see someone moving PaperPort away from Nuance (Those in my circle of friends refer to them as Nuisance). The lack of customer involvement by Nuance made finding answers to things that sometimes irritate a user to being downright frustrating. Maybe the purchase of Nuance by Microsoft will allow the company to focus more on the customer.
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Return on Investment
CaseWare International
  • Increased accuracy of billing
  • Better time management
  • Secure storage of CaseWare Working Papers files
  • Effective client management
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Kofax
  • Less amount of money is spent for filing purpose as less number of people and space are required for filing purpose now.
  • Information retrieval has become way faster as documents can be searched based on labels or on the basis of their content.
  • Lot of options to improve the quality of the scanned image.
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