CaseWare vs. Nitro PDF Pro

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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I run a professional services business from home. I need to edit documents quickly and easily and with minimal subscriptions to minimize overheads. I love that Nitro is a one-off payment to get a license to the software, and you can simply upgrade to the latest version if that's what you want, but you're not obligated to. I've been using the same version of Nitro for 7-8 years now. Despite the fact the upgraded versions have a lot of great, nice-to-have features, the version I'm on still does the job.

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

• Ability to combine files SEAMLESSLY and order them around as necessary (so underrated)
• Signing not only for yourself but for others. Helpful for those who have been granted the authority to sign for VPs and directors
• Much easier to use than some other PDF viewing services

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

• Converting from PDF to Microsoft Word can be complicated at times. Some parts of a document such as tables are not converted properly.
• Sometimes it appears to be easier to save MS Word documents to PDF rather than using NPS to convert. It can be a bit slow to convert at times.
• In my view, it wasn't user friendly at the beginning.

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 will definitely be renewing the Nitro Productivity Suite. Saves the company a lot of money for something we use everyday

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

For the most part, the entire software is extremely easy to navigate and use. You won't need to follow tutorials or anything for the bulk of the core features, as it's all pretty seamlessly designed.

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

It works as advertised.

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

Nitro checks all the boxes for what we need. It is fairly priced, it allows us to read and edit PDF documents, convert PDF to MS Word and convert MS Word to PDF. It allows us to combine multiple files and do all the post processing like adding page numbers and adding headers and footers

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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

Every 1-2 years will do a check on current PDF options to include trialing the software. Have tried Foxit and several that seem to have failed in the marketplace. Over the last 4 years, I have always stuck with Nitro. Unfortunately, we still need to keep Adobe Acrobat (free version) installed to view a small percentage of some PDFs we receive.

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

• ROI was very quick as the license costs were so low. We purchased 8 licenses versus the initial 2 we were planning on for Adobe.
• More people were able to use the product than we initially thought due to low purchase costs.
• We haven't had any further costs to own the product after the initial purchase. We would need to purchase new licenses if we wanted to upgrade.

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