Caseware Cloud Reviews for 2025
Save 40% on your SaaS stack with expert guidance
Free Consultation
What is Caseware Cl0ud?
Caseware Cloud is a comprehensive and secure platform designed for accounting professionals, offering a one-stop solution for all engagement, analytics, and practice management needs. As work environments become more flexible, Caseware Cloud adapts to these changes, providing a modern approach to accounting practices.
The platform boasts over 85 cloud applications and tools, along with seamless integration with other Caseware platforms like Caseware Working Papers and IDEA, as well as external architectures. This integration ensures that accounting practices can operate more efficiently and effectively.
Caseware Cloud reimagines the concept of connectivity, allowing professionals to securely access apps and documents on the go. Staff can use dashboards to display real-time information, deepening and accelerating decision-making processes. The platform offers an extensive library of global and localized engagement applications, powered by the SE engine, which helps manage practice and service functions with greater agility. Automation, advanced analytics, and an intuitive user experience enhance efficiency and quality, boosting the value of services.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
Caseware Cloud Pricing
Looking to Save Time & Money
Audit, consolidate, and save—powered by our internal buying team. Let our experts analyze your current software stack and identify opportunities for cost savings and efficiency improvements.
- Stack Audit
- Cost Reduction
- Expert Team
Caseware Cloud Features
- Billing & Invoicing
- Document Management
- Document Storage
- Client Management
- Access Controls/Permissions
- Audit Trail
- Reporting/Analytics
- Customizable Reports
- Reporting & Statistics
- Third-Party Integrations
- Data Import/Export
- Secure Data Storage
- Data Warehouse
- Cloud Connector
- PBC Requests
- AWS Hosting
- Engagement Applications
- Engagement Management
- Automated Updates
- File Management
- Authorization Controls
- Talent Empowerment
- Customizable Workflows
- Client Portal
- SOC Compliance
- Information Security
- Collaboration Capabilities
- Contact Management
- ISO27001 Certification
- Audit Apps
- Advanced Analytics
- Quality Management
- Time Management
- Tax Applications
- Real-Time Dashboards
- Reporting Tools
- Data Transfer
- Practice Intelligence
User Sentiment - Caseware Cloud Reviews
-
Ease of Invoicing
Users appreciate the simplicity and customizability of the invoicing process within CaseWare Cloud.
-
Efficient Time Tracking
The ability to track time for billing purposes has been noted as easy to use and beneficial, especially with the feature to set billing rates for individual staff and time codes.
-
Client Information Management
The software allows for effective management of client lists and contact information, aiding in client service maintenance.
-
Secure Document Storage
The SmartSync server is used for storing client working paper files, which has been recognized for its security and efficiency.
-
Comprehensive Feature Set
CaseWare Cloud offers a robust set of features that users have found to meet their needs effectively, providing good value for the price.
-
Limited Phone Number Management
Currently, it is not possible to show or search phone numbers under the list of entities. Users have to manually move client phone numbers from each entity to their corresponding contact, which can be cumbersome.
-
No Mobile Application
The platform lacks a dedicated mobile application, which could limit access and usability on the go.
-
Initial Setup and Learning Curve
While not directly mentioned in the reviews, software of this complexity often comes with an initial setup period and learning curve that some organizations may find challenging.
-
Integration with Other Software
The extent and ease of integration with other financial or office management software are not detailed, which could be an area for improvement if users find it lacking.
-
Customization Limitations
Any potential limitations in the software’s customization options for specific accounting practices or regional requirements could be an area users would like enhanced.
Leave a Review
Caseware Cloud Company Details
Company Name
Caseware
Headquarters
United States
Website
caseware.com
Own this Software?
Caseware Cloud vs. Similar Products
Select up to 3 Software, to enable Comparison
Compare Selected SoftwareCaseware Cloud Alternatives
We use cookies for critical website functionalities, personalised content and social media features, to analyse our traffic and marketing purposes.
This website uses cookies
Cookies are small text files that can be used by websites to make a user’s experience more efficient.
The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This means that cookies which are categorized as necessary, are processed based on GDPR Art. 6 (1) (f). All other cookies, meaning those from the categories preferences and marketing, are processed based on GDPR Art. 6 (1) (a) GDPR.
You can at any time change or withdraw your consent from the Cookie Declaration on our website.
You can read more about all this at the following links.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
These trackers help us to measure traffic and analyze your behavior to improve our service.
These trackers help us to deliver personalized ads or marketing content to you, and to measure their performance.