CaseWare vs. CCH Axcess

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.

Incentivized

If you have a pro that uses the software then you should be fine. If you are using the software and need any support from THEIR customer support people or dedicated rep, be prepared to be frustrated! Horrible Customer Service but it is due to Wolters Kluwer not caring and purchasing various tax products but not having the ethics to make sure they are properly trained or overwhelmed

• 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.

Incentivized

• CCH Document - It's cloud based. The program is user-friendly and easily customizable.
• CCH Tax - Relatively easy system navigation. It satisfies all our tax return filing needs.

Incentivized

• 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.

Incentivized

• Billing issues.
• Customer service.
• Deceptive information provided when placing order. Then turn around and said that’s not right.
• Ability to listen to customers.
• Sales rep doesn’t know what client ordered.
• Reps who don’t care.

We researched similar products from Wolters Kluwer before making our purchase. We felt the features in CaseWare Cloud were better suited to our needs. Our previous experience with CaseWare and our desire to continue using CaseWare Working Papers is the main reason we made the decision to choose CaseWare Cloud.

Incentivized

CCH offered a best-in-class product at a price point that was "reasonable", given the high volume of users in our organization and the immense number of tax returns we complete annually. We also already employ many other tools from the WoltersKluwer family of applications, which alleviates the administrative burden of reviewing a new vendor.

Incentivized

• Increased accuracy of billing
• Better time management
• Secure storage of CaseWare Working Papers files
• Effective client management

Incentivized