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 I chose to hit #9. I believe we all have abilities to broaden our needs so for the majority you may end up thinking this is a 10 if having used comparison tools or remembering those times when a certain "other" signature and document completion tool didn't go as planned or seemed less familiar. I will always welcome the clients and professionals who need my response to send their documents to me for PDF filling. On the random flip when I have to have communication rapidly flow on the go in a last minute piece of time, these people will receive my PDF™ items. And if tips and tools are necessary, they are rather easily placed where they can be worked out by anyone.
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 Create and edit forms with ease. Send forms out for signature and field completion to clients, vendors, and employees. Saved us a ton of time and space around the office, since we have been able to eliminate the fax machine and scanner. 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 multiple users can not login at the same time. When the 2nd user login to the same account, it will logged out the 1st user automatically. For using advanced features of this software users need to pay a lot. It's very expensive. Unavailability of task manager. It can help users to add their tasks on the dashboard itself and give reminders of those tasks. Read full review Likelihood to Renew I will always be a faithful PDFfiller customer. The product has saved me a lot of time over the years and I find a great deal of value in the platform. If I move on to another company someday, PDFfiller will be going with me wherever I go.
Read full review Usability I don't fully understand all the features and I could probably be using it better, especially the templates. The organisation of exisiting files could be better (ie similar to folders on a pc/laptop). I haven't really invested much time into exploring it further than filling out forms; There possibly is an organisation solution I haven't discovered yet
Read full review Support Rating If you need help, you can easily search for it and find online tutorials that walk you through how to do specific things step by step. You do not have to read a 20 page manual or sit for a 10 hour training session, it is refreshing that you can take it at your own pace and learn things as you need to
Read full review Implementation Rating When I was hired on by my current company I was already a paying customer, so I just brought it with me. Once I showed our President/Founder how simple it was to use for our contracts, agreements, and NDAs, it has been a staple in our company ever since. That was almost 3 years ago. We've closed quicker because of the speed at which we can turn signed docs around.
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 I have used other editors such as Adobe
Acrobat and, in my opinion, for the money Adobe costs, if the need is just to edit pdf I would go with PDFfiller. It is a really easy tool to use. It's learning curve is not that steep and it does pretty much everything I need from it.
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 not traveling with a printer able to do work a lot faster documents always look very professional all the paperwork i need to fill out is typed, not handwritten into forms which looks much more professional. Almost as if I had an assistant to type out my documents I love the fact that I can make an edit to an existing PDF. I dont have to go back and forth and ask for editable copies of word documents, etc. Read full review ScreenShots