CaseWare vs. Slack

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

Slack is great for tracking commits to new coding projects. You can take parts of code that still need to be implemented later and easily search through the history of comments if there is something that goes wrong with a code commitment. It can be difficult for people that only like Teams to adjust to a new platform if you are using both to communicate.

Incentivized

• 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

• Huddles Run smoothly without any interferences.
• Smooth individual calls quick and easy without any interruptions.
• seamless notifications across multiple devices
• The ability to easily tag a team member to urgently attend to a specific escalation.
• Slack being user friendly and able to integrate easily with other platforms and apps.
• How to easily open up different channels for different escalations and needs.
• a safe direct messaging option.

Incentivized

• 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

• Would love a better integration with GitHub. For example, notifications when your PR is updated, when review is requested, @-mention in comments, etc.
• Improved "Later" tab, for example the ability to create to-do lists or making the "Later" tab into a more powerful to-do list (annotate items with notes)
• More powerful integrations, e.g. Google Calendar could render a calendar view within Slack, rather than sending the daily schedule

Incentivized

To be more transparent, I give 10 because Slack serves our collaboration needs. It provide us a good platform for team communication relaying important update within the company, it has even mobile app where you can install in your phone to monitor any updates within that team that needs your immediate attention and intervention.

Incentivized

My rating was 7. Its intuitive interface and user-friendly features like channels, threads, and integrations make it excellent for team communication and onboarding. However, its usability is held back by the resource-intensive desktop app and cluttered feeling in large workspaces. The mobile app's performance and unreliable notifications have also been noted as weaknesses.

Yes, the app works 24/7. I don't even recall having any period that we could not use since the implementation. Even the maintenance periods are barely noticeable and our work is not impacted by it when it happens.

Incentivized

Slack is a soft app, we don't have many issues with it. I recall one or two people complaining about something during our usage period, but I didn't have a bad experience. When the app is slow, usually the problem is with my computer or my internet. The app works just fine.

Incentivized

Whenever I've had to troubleshoot an issue with Slack (which, to be honest, has not happened very often), their online documentation has been easy to locate, easy to understand, and effective in resolving my issue. Slack's ever-growing popularity also means that there's a large community of practice out there that can be depended upon.

Incentivized

I was not part of the implementation team, but I recall being 100% happy and excited to learn and use a new tool. I'm still am to be honest.

Incentivized

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

I like Slack better than ClickUp, because I would spend 30-60 minutes a day updating my ClickUp tasks. The way ClickUp was used was very micromanaging. I billed by the hour, so I was willing to put in the time to alert the boss what tasks I was working on.

One of my jobs used Hive - I mostly just ran it in the background in case anyone messaged me. I did not use it often.

Incentivized

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

Incentivized

• Slack has been incredibly helpful in connecting various tech apps and ecosystems, creating a more streamlined and responsive process.
• Slack has made it significantly easier to communicate with our team members across multiple time zones, creating a more engaging environment for our all-remote team.

Incentivized