CaseWare Cloud vs. Tungsten Power PDF

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

It is well suited for all scenarios that you would use Adobe. It is especially useful and a terrific option for small to medium businesses who need the functionality of a PDF creator/editor/writer without having to spend the exuberant costs of Adobe Acrobat reader/writer/editor. It has saved us time and money. There is no learning curve in switching to it, our staff was able to switch seamlessly.

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

• Typewriter functionality is great, although can take some time to load. This allows you to fill in text wherever applicable without turning the rest of the pdf into editable text.
• Fast load times
• Has autogenerated text feature so anything in the pdf can become editable

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

• I find that quickly editing text within a document or adding a line of text is clunky and can snowball into things popping out of place. I prefer to export text, and then work on it elsewhere.
• Sometimes it seems that text recognition is trying too hard and throws me paper punches as "O"s and wrinkles as shapes, so I have to get rid of those artifacts.
• The "Update Available" popup which is usually not an actual update announcement but rather an offer to sell me something is annoying.

Incentivized

This program can do everything that acrobat can do. Kofax PDF is priced so that we can afford to purchase for more employees when we need to. Since we are hoping to grow exponentially in the next few years, this product will be the one we go with. I'm very happy with Kofax Power PDF

Incentivized

It is fast and easy to get the hang of. It really didn't take a lot of effort to learn how to use this program and I appreciated that it was pretty "plug and play" and there wasn't a long learning curve.

Incentivized

Other that a PDF partially disappearing if left up for a long period of time - no issues. (If you close it and reopen it, it is all there. We have some PDFs that are 400-600 pages long.)

Incentivized

Pages nearly always load at the expected rapid speed. Some documents that print quickly from Adobe Reader print much more slowly from Power PDF. I have never generated a report - that's a feature I didn't know existed until now and do not know what it's for

Incentivized

I have used it for 15 years and have only needed support once: a simple update that allowed me to use the software as intended. The support team was attentive and responsive, and I was on my way very quickly.

Incentivized

I got an overview of the product from my predecessor who was about to retire from the job I now hold. He did not go into very many of the features and probably only knew about the ones he used most frequently.

Incentivized

We watched the training videos and tested out the features and functionality side by side. Some features are not used on a regular basis is it is convenient to go back and review training on that particular functionality when needed.

Incentivized

Easy and quick, with no problems or support needed. Worked as intended right out of the box. E-signing was the only area that implementation was dificult and required support

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

I think Adobe Acrobat is very slow and does not perform well with large documents. I often have documents that are thousands of pages long and with Adobe it's very difficult to open and load the document, let alone make changes. Kofax Power PDF, on the other hand, responds and performs well regardless of the document size.

Incentivized

Not really familiar since I'm the only person who uses it. But in the past it has been my understanding that Power PDF was offered only on a single-license basis, so it's been expensive for me to use it at home and at work because I had to pay for it on my own. In my current position management supports it so I at least only have to pay for it once.

Incentivized

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

Incentivized

• Saved time and paper putting together binders of documents or Affidavits electronically, not to mention very functional when working from home!
• It's one price, no monthly or yearly payments. I loved Kofax Power PDF so much that when I moved to a smaller firm I recommended it as a good purchase for the company to invest in.

Incentivized