CaseWare Cloud makes managing our practice much easier
Use Cases and Deployment Scope
In our organization, we use CaseWare Cloud for the following:
- time tracking for billing purposes
- invoicing
- maintaining our client list and contact information
- SmartSync server used for storing client working paper files
- time tracking for billing purposes
- invoicing
- maintaining our client list and contact information
- SmartSync server used for storing client working paper files
Pros
- 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.
Cons
- 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.
Most Important Features
- Time
- Billing
- SmartSync Server
Return on Investment
- Increased accuracy of billing
- Better time management
- Secure storage of CaseWare Working Papers files
- Effective client management
Other Software Used
CaseWare Working Papers