CaseWare vs. Lever

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

Independently Invited by TrustRadius

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 think Lever is great for any sized company, but especially strong for smaller, growing teams. It's a very simple system, but clean, sleek, and very useful in any scenario. They have great support whenever you need it so those with smaller HR or People teams could easily benefit from their help. Can't think of too many scenarios where Lever wouldn't be well-suited, but maybe once you grow to International growth and hiring, it may be better to have a more Enterprise style business, set up for larger scaling.

Incentivized

Independently Invited by TrustRadius

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

• 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

Independently Invited by TrustRadius

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

• Great integration: Keeps a list of Outlook email communication along with LinkedIn and other data sources
• Is fairly lively, not too much lag between screens even though it is looking through a lot of data.
• Has excellent reporting on how well each email message is working.

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Independently Invited by TrustRadius

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

• [In my experience,] terrible customer support - pay more to get less...
• Integrations are spotty and can break without reason
• Lever has so much potential, but their Roadmap is lacking in ways that will really help customers succeed
• Focuses on the number of candidates and not the company's need to build talent in a cost effective, data driven and collaborative way
• Overpromised and underdelivered in [the] capability of the tool. [I believe that you should] not trust your sales team.

It isn't difficult to use for the applicant processing, but [I feel] if you want to pull reports or use their tools, good luck!

What support? - Add a ticket and get links to [I believe] their unhelpful user guide. Add a charge if you want better support - afterward just got those links faster...

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

Independently Invited by TrustRadius

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

Lever is comparable to Greenhouse in its basic recruiting functions. I have found it to be WAY better than Bullhorn (clunky and overly-complicated with a very dated and non-intuitive interface) and Jazz HR (slick and pretty, but limited in its functions). The best ATS I've used is the proprietary tool at Meta, but alas, that tool is for internal use only

Incentivized

Independently Invited by TrustRadius

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

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

Incentivized

Independently Invited by TrustRadius

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

• Lever provides an enormous ROI by getting us in front of the right candidates that are going to make us more money and more successful as an org.
• I think that both the quality and quantity of new hires has gone up ever since we started using lever and involving the entire org in the process.
• It also saves us a lot of time because we don't need to send referrals via email, while saving/attaching resumes and such.

Incentivized

Independently Invited by TrustRadius

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