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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Kissflow
Score8.3 out of 10
Enterprise companies (1,001+ employees)
Kissflow is a low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations.
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
We've used Kissflow [School Cloud] in order to track parent requests for transportation in the SpEd department. It has been user friendly for parents to input a request and staff to review, double check school sites and locations, and set up specific routes to meet the needs of students and communicate the info back to parents.
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
They know what they are. You aren't going to get a Workflow program that also wants to be a CRM. You will get the equivalent of an electronic assistant going from station to station, taking care of business and giving you the end result.
Paper. It reduces the amount of paper needed for menial tasks tremendously. You can automate an entire process. As an educational institution, you may still need paper copies, but you aren't waiting for John Doe to sign Line 3, then Jane Doe to initial, and so on and so on with a paper form.
Tracking. If you need to know where things are in the process, the fact that this program is dedicated to workflow makes it incredibly easy to identify where people are in the sales flow.
Customer appreciation. When your workflow is stronger, faster, and better, the customers feel it. They feel like you are right there with them and getting things moving.
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
Workflow Design: There isn't a copy/paste function when creating the workflow, and you can't move a workflow task between parallel branches. This becomes a pain point when an item has 98% of what you need, but you can't copy it and place it in another branch to make the last tweaks. Instead, it needs to be completely recreated
Interface: While I like the current design features, which make it easy for an end-user to find their tasks and items, it would be nice to also have some flexibility within the platform. Things like being able to groups apps under a category or tailoring the look and feel of the page a little more would be a welcome addition.
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
The system has room to grow as it's limited by not being able to edit POs after they've been approved. The system is great for registrations and syncing to other systems while including the attachments. The reporting from Kissflow is also easy to setup to link to other platforms such as Looker
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
I haven't encountered a need for support with KiSSFLOW. It's not a perfect platform, but it's functional, dependable, and reasonably intuitive. I can't fault a support team just because their product works!
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
KiSSFLOW is much easier to set up, less coding and easier to explain to those that are being trained. The company already had SharePoint, but it is a very difficult system to set up. A class had to be taken, along with getting books in order to understand the process of the workflow. With KiSSFLOW, it is simple to understand, the helpdesk is quick with their response, help topics are laid out simply and you can even talk with someone on that side to ask your questions. Overall, KiSSFLOW is a much easier workflow and system to use.
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
The only real hard number savings that we have had with KiSSFLOW is the money we have saved in forms being printed, especially multi-part forms. So for a small college like us that it probably in the $5000 to $10000 per year range. We have certainly saved money in increased efficiencies of the processes that we have moved to KiSSFLOW. But that is harder to calculate.
