Caseware is a global provider of cloud-enabled audit, financial reporting and data analytics solutions for accounting firms, corporations and government regulators. Caseware’s tools and platforms help customers in 130 countries.
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eversign
Score9 out of 10
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Viennese company Apilayer offers eversign, an electronic signature application featuring document security and storage with audit trail, templates, contact management, and integrations with other popular applications (e.g. Dropbox, Google Docs, etc.).
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.
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
EverSign is well-suited for smaller organizations needing to sign any volume of documents, but is unable to afford more expensive options, like DocuSign. The functionality and options are impressive for how cost-effective it is compared to better-known alternatives. If you are sending many larger documents, EverSign may not be the best option. It can be difficult to review the documents in EverSign itself, so it's better suited to signing a larger document already reviewed off the platform. Organizations that can afford to pay the higher price for a more efficient option may want to do so.
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
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
Ease of use. Unlike Docusign, when you create text fields on your doc, it allows you to enter the text into the box directly, whereas I have to click on the field and enter the text on the right hand side panel in Docusign.
Speed. The documents load pretty quickly.
Notification. It informs you every time a signer has signed the doc.
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
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.
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
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
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
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.
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
DocuSign is another alternative. However, it is much more expensive. For a small business we tried to avid working with companies that are more expensive. DocuSign is more well known too, and perhaps has more features. However we can find other alternatives to these features. Like sorting and uploading these documents manually. However for a larger company, this would be something to take into account.
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
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
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
