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What is CaseWare Cloud?

Access real-time, intelligent analytics and insights regarding your clients and practice from any device by utilizing Canada’s leading cloud solutions for auditing and accounting. Elevate client collaboration with our all-encompassing client portal, which provides smooth file sharing, tailored dashboards, and status reports securely maintained in a single location. Achieve a fully integrated document management system featuring centralized data storage, archiving, retention, and backup capabilities to keep all files organized for staff and teams. Effortlessly oversee your time and billing procedures from any internet-connected device, as the cloud service generates draft timesheets automatically based on your calendar and the time dedicated to client engagement files. Collaborating in the cloud enables team members to work simultaneously on the same client file, thereby simplifying the review and approval process regardless of their geographical location. This cutting-edge strategy not only boosts productivity but also ensures that all team members stay connected and well-informed, ultimately resulting in enhanced service quality for clients. In this way, the use of cloud technology transforms the operational landscape, making it easier for firms to adapt and thrive in a fast-paced environment.

What is Carpe Diem?

Effective time tracking is crucial for professional service providers, allowing them to maximize their earnings, adhere to billing regulations, and meet legal obligations. However, for busy professionals, accurately recording all time spent on client-related activities poses a significant hurdle. Our innovative time tracking tool, Carpe Diem, has been specifically developed to support professional service firms, especially within the legal and financial sectors, by facilitating the seamless recording of billable hours from anywhere, at any time, and on any device. Given that employees frequently manage multiple client projects throughout the day, delays in manually logging their time can obstruct the precise evaluation of the duration of each task. The need to return to a desktop for entering time can also elevate the chances of losing track of valuable billable hours, while the process of converting handwritten notes into digital form complicates administrative tasks and increases overall workload. By adopting our solution, organizations can simplify their time tracking processes, ensuring they efficiently capture every billable minute without hassle. This can result in improved productivity and enhanced financial performance for firms striving to thrive in a competitive marketplace.

Media

Media

Integrations Supported

AdminPulse
NetDocuments
Octopus Accountancy
ProfitCents
Tikit

Integrations Supported

AdminPulse
NetDocuments
Octopus Accountancy
ProfitCents
Tikit

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CaseWare

Date Founded

1988

Company Location

Canada

Company Website

www.caseware.com/products/cloud

Company Facts

Organization Name

Advanced

Company Location

United Kingdom

Company Website

www.oneadvanced.com/solutions/carpe-diem-time-recording/

Categories and Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Categories and Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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