CaseWare Cloud vs. Sfax

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

Sfax is great for sending and receiving a high volume of faxes encrypted/HIPAA compliant documents. Sfax makes tracking the status of faxes easy and quick. Sfax may not be the most efficient or effective system for low volume faxing.

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

• Fax submission tracking.
• Fax failure notification.

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

• Functionality can sometimes be difficult.
• No driver compatibility with MAC operating system.

Incentivized

Sfax customer service is good, but can be a little slow to provide updates and solutions.

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

Sfax fits better with our company's needs and HIPAA compliance needs.

Incentivized

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

Incentivized

• Sfax can be costly with high volume.
• The success rate of faxes is significantly higher than any other system we have used, which reduces the need to refaxing files.

Incentivized