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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Vasion
Score 8.3 out of 10
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Vasion (formerly MaxxVault) is a document management solution now from PrinterLogic (acquired November 2019) designed to enable organizations to digitize content and automate workflows to drive compliance, scalability, and accountability.
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.
The best case we've found for Vasion is the one that explains why we moved to Vasion in the first place. Our Windows print servers were extremely temperamental for our Azure devices and, in many cases, would take 20 minutes or more to just set up correctly. We would then have issues with printers not printing for long periods or with print jobs not showing up in the printer queue. It was also hard for the staff to install their own printers when the one they normally used went down. It was also very hard for staff to figure out how to navigate the printer list to install printers. Vasion made all of this very easy and gave the staff one easy web page to find the printer they want and install it.
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.
I would say its around 7. For us it was easy to do deploy, to use the centralised control, and not too complex compared to other printing services. However, some workflows became complicated depending on configuration. In our case, it was a bit complicated after a while. But its still user friendly.
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.
Vasion had a much better interface for installing printers for staff. It was very easy for staff to manage their own printers and install what they want or need. Vasion also seemed to be better equipped for reporting and use by our non-technical staff. We were also impressed with the support of Vasion and how easily they answered all of our questions.
Having seen similar organizations implement software solutions costing upwards of $1 million, I can safely say the ROI on our MaxxVault implementation has paid off massively for our customers and staff. We could not do what we're doing without MaxxVault.
