CaseWare vs. CCH Axcess vs. OpenText Content Suite Platform

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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This application is best suited for enterprise use cases. It interfaces with almost every other major platform at the enterprise level and is scalable to the nth degree. But that comes at a high price tag, given that it integrates with everything and is used relatively ubiquitously. Any recommendations that I would give on the platform would be based on enterprise applicability.

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Great for content management and records even for organizations whose staff are not much experienced in the technical backgrounds as it's easy to use and no previous knowledge on HTML is required. It is great for storing invoices and payment proofs and for organizations dealing with global clients for general use documents.

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• 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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• CCH Document - It's cloud based. The program is user-friendly and easily customizable.
• CCH Tax - Relatively easy system navigation. It satisfies all our tax return filing needs.

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• Document Management is being done well since it allows you to put in a corporate folder structure that applies to the business unit you currently work in.
• Records Management works well in this organisation as it allows you to classify the document according to the file plan, as well as manage it according to the retention schedule for tat file plan.
• The ability to collaborate on files works really well. You can share with users within your group, as well as allow other users access to the files for either read access to read/write access.
• Access control of the folder and even individual files allows you to ensure only necessary people can have the right type of access. This is especially welcome in the government environment where document management is of utmost importance.

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• 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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• Customer support does not know their own product!
• Rep for the company does not know their own product!
• Hidden add-ons that they deceive prospect into believe is apart of the system.

• The user interface and configurability of that interface lack a lot of flexibility and modern tools.
• There needs to be stronger and more powerful integration to electronic forms and workflow capabilities which are core to modern ECM.
• Management of audit and content history needs to be modernized and made more dynamic and sustainable.

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The staff is comfortable with it and I doubt they'd change at this point.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Strong for Core Content and Records Management
Effective for Non-Technical Users (with the right configuration)

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I never had any issues with access internally or via VPN. But, the response via VPN, was a bit slow.

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• I used OpenText nearly every day and I never had any performance issues that I can recall. That said, it's not terribly fast either.

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OpenText has an outstanding support and knowledge base. All problems which couldn't be solved by us (high complexity cases) were promptly resolved and the resolution also shared with us.

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No, it's pretty easy to implement and use.

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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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CCH Axcess was very comparable to Thomson Reuters. They are both large companies in their fields and have similar resources. We ultimately went with Thomson Reuters because we bundled with their other softwares for a better price and it makes sense to be with one company to deal with one customer support line.

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Having used OpenText Content Suite for a long time, I can say it stands the competition. It offers many versions which is unlike many products in its category. Also, while it is not affordable, I believe the cost is justified considering what a business can achieve with this software.

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

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• With OpenText Content Suite, we can easily keep documents safe
• Document collaboration is easy with OpenText
• We can easily handle invoicing and automation thanks to features such as content capture and imaging.
• With OpenText Content Suite, there is better file sync and archiving

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info