CaseWare vs. Tungsten PaperPort

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

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

Kofax PaperPort is great for any office that has paper documents - seriously! We have set up multiple businesses to use Kofax PaperPort to cut down their storage of paper receipts, invoices, documents, etc by nearly 90%! Their office is much better organized and they have the ability to edit PDF Documents for a lot cheaper than buying Adobe Acrobat.

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

• With Kofax PaperPort, documents can be merged, pages can be extracted from multiple documents and combined to make a new PDF document. It is an important feature as one needs to do it very often and more ubiquitous pdf readers like Adobe Acrobat Reader DC lacks functionalities like these.
• Kofax PaperPort scans the documents and using it's OCR, converts these scans to searchable PDF documents so that these documents can be searched based on the text content in them.
• Functionality to convert other formats to PDF and PDF to other formats. This is important as many times , we need to upload certain documents only in a specific format and conversion is required to and from PDF format.

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

• It should have a back button, so if you go from one folder to the next, it would be simple to get back to the first folder.
• When you combine two PDFs, it should retain the title of the one that's on top.
• The send to bar should be easier to change.

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

PaperPort has a few quirks, but it is the only program of its kind that actually does what it claims to do. The power of it is so much more than they claim especially when it comes to trying to achieve a truly paperless office. With PDF editing built-in, it also saves considerable investment in other PDF editing programs.

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 us, it's only focusing processes that we're already doing... creating folders, placing scanned files into those folders, then searching for and opening up those files later, as needed. It just helps us view everything in one place - very convenient. Further, being able to drag non-native files to their corresponding source app for editing (Word, Excel, etc) is pretty nice.

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

I was ecstatic to see someone moving PaperPort away from Nuance (Those in my circle of friends refer to them as Nuisance). The lack of customer involvement by Nuance made finding answers to things that sometimes irritate a user to being downright frustrating. Maybe the purchase of Nuance by Microsoft will allow the company to focus more on the customer.

• 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

• Simple focus on organization of files
• Efficient later, when searching for files
• Convenient throughout the office, as we're all accessing a shared data store

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