CaseWare vs. Nasuni

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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Well suited if you have a lot of data that doesn't need to be stored and read right away. I think even if you don't have much data, you can still use it for it's intended purpose to great effect, but think of it as the more data you have, the even better it will work. I don't think it would be particularly useful if you already have a slick file restore system in place and you don't need to store your data elsewhere with redundancy.

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

• The management console is extremely simple and easy to navigate, making common tasks easy to do.
• Our storage appliance is configured to snapshot data several times an hour, making the risk of data loss very low.
• Data restores are very intuitive, and take seconds to initiate regardless of whether it is one file or 300GB of data. We have successfully restored many Gigs of data in minutes.

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

• Better analytics when issues arise.
• Better onboarding documentation.
• Real-time monitoring.

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

As I mentioned, the user interface is amazing and straight forward. It's very easy to learn how to configure and restore files. I would like a bit more reporting, especially in terms of live reporting and monitoring. The support is great when you have a question on how to do something, which helps with usability.

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

Again, it may have a little to do with the size and speed of your own environment, but we've been nothing but pleased with the speed of access of the files - even pulling old files from the cloud storage. Recovery of huge and many data files is a bit slow if you don't have the specs of the filer up to snuff.

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

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

The technical support and escalation path for Nasuni is much more reliable and efficient. No getting transferred to various teams. Often times, the person who answers your call is able to resolve your issue. If they cannot, they get the case assigned to the appropriate engineer right away. Time to close has always been very good.

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

• Dramatically reduced time spent managing our storage platform. Quotas and reporting tools take all the guesswork out of data growth. Updates are easy to deploy. Time freed up can be used for more user-facing activities that we consider more valuable to the organization.
• The overall stability of the platform has been very good. We have been running on the same hardware for the past four years without any performance issues.

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