CaseWare vs. Microsoft Viva Engage

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

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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

Yammer is great when you have a company culture that encourages friendly collaboration and communication. It can be a great supplement (but certainly not a substitute) for bonding and sharing ideas and thoughts. Certain channels can be really successful, too, like a channel where people can post dog pictures or something fun like that!

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

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• Providing a platform for social news in the company where "bottom up" topics can percolate freely across department
• Social networking across the company where folks can divide their work into topics instead of teams
• Basic collaboration within a group including document sharing with ability to pin documents to a team

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

• Although the social enterprise network works very well, there is room for some slight improvement - such as the ability to attract users. By being part of the Microsoft Office Suite, it is offered as an "add-on" and many overlook it and see it as unnecessary at first. It would be smart for Microsoft to sell it as its own product so it could gather more popularity as a "social network".
• Giving an option to filter results could be better as well as giving an option to turn off the "recent activity" bar on the home page.

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

Microsoft is dedicated to continual improvement on Yammer. They realize the value that Yammer brings to the table with their clients. In the short time that we have had Yammer implemented, we are just now beginning to see the strong impact it has on becoming more effective and efficient around collaboration.

Overall easy to use and intuitive, although limited in the possibility to personalize layout and look & feel of a site. Some functionalities are not easy to use, like document editing, but some others are quick and effective (posts and tagging above all). Performance and responsiveness of the Yammer site is typically acceptable, in my experience.

Very available

It's a simple product but it does provide value.

We have never had to use the support for Yammer. The tool works well and we have not come across any bugs. User Interface is simple and easy to use, similar to other forum type products, thereby removing the need for any extensive training. Team members are invited in and immediately are able to start using the tool.

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

The training that Microsoft provides is very generic training for Yammer. I like the fact the training is short and easy to understand

We organically implemented the product

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

Our team briefly used Salesforce.com's Chatter product before switching over to Yammer in 2012. While Chatter is essentially the same product as Yammer, it left much to be desired. Chatter's design was (and remains) clunky and difficult to navigate. Yammer is a simple, easy-to-use product that offers similar functionality as Salesforce's Chatter.

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

• My company is pleased with the positive impact Yammer has created departmentally and on an individual basis with work flow efficiency.
• Adversely, most old and new employees are more familiar with SharePoint, causing the company to pay for training for all current and incoming employees.
• As Yammer becomes more widely used, the need for training may diminish, which is where we will see our return on investment, as the product clearly provides a more effective form of file sharing and communication between employees and their department.

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