Caseware Reviews (70)

Reviews

Caseware Reviews (70)

4.0
70 reviews

What do users say?

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Users consistently praise the ease of use and powerful document management capabilities of Caseware, highlighting its effectiveness in organizing audit files and facilitating collaboration among team members. Many appreciate the software's ability to streamline workflows and improve audit quality, although some note a steep learning curve for new users.

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Verified User in Accounting
UA
Verified User in Accounting
Enterprise (> 1000 emp.)
"Great Previews and Hands-On Training, but More DAS Sessions Needed"
3/5
What do you like best about Caseware?

Preview of what is coming. Hands on training Review collected by and hosted on G2.com.

What do you dislike about Caseware?

No training sessions on DAS. We wanted more to learn about DAS Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Real-Time File Access Anywhere with Seamless Cloud Integration"
4/5
What do you like best about Caseware?

File management is available in real time and can be accessed from anywhere through the cloud. Review collected by and hosted on G2.com.

What do you dislike about Caseware?

At times, it can take a bit longer for the data to synchronise with the cloud. However, I have noticed a significant improvement in how quickly files are closed. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"IDEA is only good if the data is already clean which is never the case"
1.5/5
What do you like best about Caseware?

It's fast to load large amount of data when the data is already clean Review collected by and hosted on G2.com.

What do you dislike about Caseware?

The data have to be already clean to be able to be imported into IDEA. There are some formulas which you can use and some macros but is hard to use, almost not documentation available online and there are better alternatives like KNIME which is free and open-source Review collected by and hosted on G2.com.

Brittany B.
BB
Brittany B.
Senior Audit Associate
Enterprise (> 1000 emp.)
"A Powerful Document Processor"
4/5
What do you like best about Caseware?

There are a lot of ways to build efficiencies with CaseWare Working Papers especially utilizing CaseView documents' rollforward properties, linking, carryforwards, etc. I appreciate the ability to jump to workpapers that you know the reference for also. Review collected by and hosted on G2.com.

What do you dislike about Caseware?

Set up of documents is very time-consuming, and there is a lot to learn with the software. There is always numerous ways to do things and you typically figure out the harder ways first and then learn the easier ways in time or from a heads up from someone else. It can get messy when two people are in one workpaper at once and making changes simultaneously to then have to go back and decide which copy to keep and then trace back to make any needed updates from the other version. Review collected by and hosted on G2.com.

BW
Brad W.
SR&ED Tax Advisor
Small-Business (50 or fewer emp.)
"CaseWare Cloud and Working Papers: A great solution"
5/5
What do you like best about Caseware?

Our firm has been using CaseWare Working Papers for years. The integration into CaseWare Cloud has allowed for better collaboration and remote work, especially through the Covid-19 pandemic with us all working from home. Review collected by and hosted on G2.com.

What do you dislike about Caseware?

My only complaint so far is that when I have "tags" visible in the Working Papers document manager, scrolling is slightly less responsive than I would like. It also scrolls in a slightly clunky way. Review collected by and hosted on G2.com.

Verified User in Banking
UB
Verified User in Banking
Enterprise (> 1000 emp.)
"Useful tool"
4.5/5
What do you like best about Caseware?

Allows analyzing a large amount of data easily Review collected by and hosted on G2.com.

What do you dislike about Caseware?

The interface is not visually pleasing. Review collected by and hosted on G2.com.

Zeenat H R.
ZR
Zeenat H R.
Franchisee
Small-Business (50 or fewer emp.)
"CasewareIDEA - Brillliant for Financial institutes & Aufitors"
4.5/5
What do you like best about Caseware?

CasewareIDEA actually leverages the latest technology which is an advantage for business analytics and auditors in the financial industry. I love the fact that it seamlessly provides key insights in trends , patterns and allows financial audits to be tailored to the specified need of the audit. It allows transferring of data from other sources to CasewareIDEA making it easier to carry out an audit. It has the more than just the standard tests needed to conduct a Financial Audit and also implements a risk-based sample model. It works in conjunction with Adapt IT and allows us to facilitate the audit from the consolidation phase to advanced analyses phase for any financial audit or business analysis. It includes project management and billing software. Review collected by and hosted on G2.com.

What do you dislike about Caseware?

It does require training to use it to the full capacity however that is actually within the norm for any advance business software. It would require training for the usage and there are so many functions that it would require continuous training but once that is facilitated there is no going back to your old audit software I suppose personally. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Caseware Cloud vs Karbon review"
4.5/5
What do you like best about Caseware?

Tracking unbilled WIP and the reports were very comprehensive Review collected by and hosted on G2.com.

What do you dislike about Caseware?

Timesheets weren't as detailed as we would have liked them to be Review collected by and hosted on G2.com.

Dr Terry R.
DR
Dr Terry R.
Executive Director Veritas Advisory Services (VAS)
Enterprise (> 1000 emp.)
"nothing to write home about"
2.5/5
What do you like best about Caseware?

user friendliness but lack some of the functions i want Review collected by and hosted on G2.com.

What do you dislike about Caseware?

too expensive

lack of established user group Review collected by and hosted on G2.com.

Nathalie M.
NM
Nathalie M.
Tax Manager
Mid-Market (51-1000 emp.)
"Caseware - store unlimited information online"
4.5/5
What do you like best about Caseware?

I like how efficient Caseware is and how I don't have to worry about capacity and memory being limited. I am also able to access the cloud from any remote location. We use Caseware for our audit clients and to store/prepare audit workpapers. The software is also fairly inexpensive compared to other applications which is why our company switched this year. Review collected by and hosted on G2.com.

What do you dislike about Caseware?

You can't really customize the working trial balance. The columns are already pre-set and the order is actually different from what I'm used to. It is also difficult to learn all the functions so more training guides would be helpful. Review collected by and hosted on G2.com.