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Caseware Cloud

Tekpon Score

Caseware Cloud Reviews

& Product Details

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

Modernize your practice with a flexible platform.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website


Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool does not have a public pricing plan.

  • "What If" Scenarios
  • Activity Dashboard
  • Accounts Receivable
  • Account Reconciliation
  • Asset Tracking
  • Billing & Invoicing
  • Contact Database
  • Scheduling

Additional Features

  • Data Warehouse
  • Cloud Connector
  • PBC Requests
  • Cost Efficiencies
  • Cloud Applications
  • Billing Features
  • 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
  • Seamless Integration
  • Practice Intelligence


Tekpon Score

InfoFlo Pay

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Tekpon Score
Global Average Score
  • 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.


Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

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