my worf low is greatly enhanced since I started using this software. It really makes everything simpler and much more efficient. Also they have great customer service.

I have found that the update process does tend to take a while.

I have never really had training in completing and performing tax computations and tax returns other than in my studies. I have always had to learn through trial and error. Before using tax module, i may have known how to do corporate income tax but I never really understood certain rules and where things go without double checking. This all changed when I started using the tax module as it provides an adaptable platform which shows exactly where and how things make their way into the tax calculation. At first, it's quitetime consuming but once you get the hang of it, you'll never go back to your old system. Instead of sitting for hours in training or worst case scenario, following previous years as guidelines to figure out where everything goes in the tax return, you are able to identify what goes where and why. It has also assisted with turning 3 processes into 1. Everything can be done through the tax module and be exported to eFiling and your operating system.

Useful learning platform for accountants in training. Turns three processes into one.

Everything needs to be 100% accurate before exporting. Time consuming at first.

It is paperless, easy to record taxation data, accounting data for auditing.

It is confusing and quite time consuming.

I could not imagine by workflow without this software. It has simplified and streamlined my entire workflow, increase efficiency and billings.

The update process is till burdensome and feels like data may be lost.

I worked in 2 big 4 companies and 1 small public practice firm and think that it was a really great and smart tool that makes financial statement prep, NTRs, reviews and audits more organized.

That it’s a great way to organize file and its adaptable. I love how leadsheets can be linked to the working papers easily and that there are ways to map the trial balance and financial statements to make your life easier.

That you can’t open two engagements at the same time to compare files. That the grunt work at the beginning for creating linked FS or mapping accounts requires a bit of know how.

I use this software as a corporate tax accountant. It helps greatly with data analysis in areas such as revenue and inventory and creates streamlined final accounts and returns.

Because of the amount of data stored the software can be slow to respond and update. Errors can also take a long time for their internal team to fix.

Generate Monthly financials Use with PlanGuru budget Software is used by external auditors.

Functionality with QuickBooks Functionality with Excel Customer Service is amazing

Customer Service doesn't support customer generated excel financials No user guide

I am still learning the software but it seems good so far.

It is simple to keep files organized with caseware. East to roll forward papers from year to year as well.

There is a bit of a learning curve as a new associate. Nothing a couple of simple trainings can’t cover.

I really like how easy this software makes business tax and auditing. Our firm has a template created that we use for nearly all of our business clients and it organizes what we do so well. Importing trial balances, adding adjusting entries, and adding other work papers is extremely simple.

Having to map accounts is very slow and tedious, but I'm not sure there is a way to change that. Also, at first, this software is really confusing, but if you take some time to learn it or have someone train you, then it's fine. It is just a little overwhelming when you first start.