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
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.
Likelihood to Recommend
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.
