Egnyte vs. Wolters Kluwer CCH ProSystem fx

Egynte is best suited for companies that SharePoint is not the best fit for. This includes managers unfamiliar with SharePoint specifically, and those really looking for a replacement for a file server in the more traditional Windows sense. SharePoint has more or less done away with any management that resembles Active Directory or File Explorer. Egnyte's web portal is incredibly straightforward. I would say Egnyte is less suited for companies that have licensing access to SharePoint already and do not have a ton of files or granular sharing and security needs

It does well with preparing tax returns once all the updates are in. It does a good job of providing report creation flexibility. Their multiple applications communicate well with each other. The Engagement module which is designed for audits needs improvement. So does their Scan module which is designed for document management.

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• Sharing files externally with passwords, link expiration and granular control of permissions
• File syncing across end-user devices using a client installed onto the computer for seamless integration for end-users as if they had mapped a drive directly to their machine
• Implements 2FA for secure access

• Robust tax preparation
• Workflow management for teams
• Integration with other apps

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• The main drawback of the system that it is lacking in managing the uploading of large or huge files, even though the large files can be easily downloadable but the upload takes a lot of time.
• While uploading the system sometimes starts lagging and the file after sometimes needs to upload again.
• Egnyte is lacking in syncing multiple platforms at the same time. It gives access to one platform at a time which somehow hinders the work while migrating a large amount of data.

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• There are times in which the program does freeze/stopped processes
• The binder search feature could be enhanced for easier use
• Ability to change a client name and have it reflected in the local file room

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We found that usage of Egnyte in our supported clients, with sufficient bandwidth, provided all the features and stability we required. The billing setup was fair and the support provided was ample for end users and well as our in house admins. There was a concern about high usage clients but this was taken into account during the vetting process.

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Really easy to use the interface. The web browser is very intuitive and I have not had any notable issues with this. It's easy to work on documents as a team, and the only issues we have to tend to come with Apple apps and downloading large files to WebEdit. It's very similar to the filing systems that come on Apple and Windows devices so not a steep learning curve.

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Independently Invited by TrustRadius

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Egnyte works very well across all platforms and as an add-on to other programs. Load time is close to nothing. Reports can be made in no time as well. All in all no performance issues. We can see that it depends on the local network connection. If you're running with fiber there won't be any issues.

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I never had to reach out to customer support for Egnyte. I don't know any coworkers who have had to reach out to Egnyte for support either. As far as I am concerned, the support team is doing a good job since I have not had to reach out to them.

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At the time when this was implemented (over 5 years ago and still in production), there were issues with syncing and reliability that Egnyte did not have, and have continued to impress with. Other providers have improved a lot and Egnyte is fairly costly, but switching costs would be high to move away from it to similar solutions.

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Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.

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• Allows us to easily communicate important data securely with other offices (not just sending via email)
• It allows everyone in our office to be working on the same information at the same time
• It meshes so well with salesforce that I can't really picture what our practice would look like if we didn't have the combination.

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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