CaseWare Cloud vs. Nitro Productivity Suite

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

Being a Nonprofit organization that produces a lot of publications on various projects, NPS allows us to create, edit and convert documents to suit the needs of our International Donor Partners and other stakeholders. In my own experience using this software, it is used less in our finance department since most of our documents originate from our accounting system and hence there is limited need for PDF management internally.

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

• Ability to combine files SEAMLESSLY and order them around as necessary (so underrated)
• Signing not only for yourself but for others. Helpful for those who have been granted the authority to sign for VPs and directors
• Much easier to use than some other PDF viewing services

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

• The font choices could be better and more robust.
• Sometimes converting PDF documents to MS Word has formatting problems, like with some tables.
• Converting MS Word to PDF can be slow sometimes, meaning it is faster to save the MS Word document as a PDF than selecting the file for conversion using the Nitro PDF convert option.

Incentivized

It's quick and easy to use for all users.

Incentivized

It works as advertised.

Incentivized

Nitro checks all the boxes for what we need. It is fairly priced, it allows us to read and edit PDF documents, convert PDF to MS Word and convert MS Word to PDF. It allows us to combine multiple files and do all the post processing like adding page numbers and adding headers and footers

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

Every 1-2 years will do a check on current PDF options to include trialing the software. Have tried Foxit and several that seem to have failed in the marketplace. Over the last 4 years, I have always stuck with Nitro. Unfortunately, we still need to keep Adobe Acrobat (free version) installed to view a small percentage of some PDFs we receive.

Incentivized

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

Incentivized

• ROI was very quick as the license costs were so low. We purchased 8 licenses versus the initial 2 we were planning on for Adobe.
• More people were able to use the product than we initially thought due to low purchase costs.
• We haven't had any further costs to own the product after the initial purchase. We would need to purchase new licenses if we wanted to upgrade.

Incentivized