Link copied to clipboard

# Caseware vs DFIN ActiveDisclosure Comparison - What are their main differences?

Share
[
Export
](/compare/caseware/dfin-activedisclosure/export.csv)

CasewareDFIN ActiveDisclosure[+ Add Product](#)

Reviews

**Caseware** [

4/5(70)

](https://www.g2.com/products/caseware/reviews#reviews)

**DFIN ActiveDisclosure** [

4.7/5(23)

](https://www.g2.com/products/dfin-activedisclosure/reviews#reviews)

Pricing

**Caseware**
No pricing available

**DFIN ActiveDisclosure**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Caseware**
Not enough reviews yet

**DFIN ActiveDisclosure**
Not enough reviews yet

Return on Investment

**Caseware**
Not enough reviews yet

**DFIN ActiveDisclosure**
Not enough reviews yet

Perceived Cost

**Caseware**
$$$$$

**DFIN ActiveDisclosure**
Not enough reviews yet

Average Discount

**Caseware**
Not enough reviews yet

**DFIN ActiveDisclosure**
Not enough reviews yet

 ![Caseware](https://images.g2crowd.com/uploads/product/hd_favicon/ecb1a1ef47733bcefab45770b9d856fc/caseware.svg "Caseware")

 ![DFIN ActiveDisclosure](https://images.g2crowd.com/uploads/product/hd_favicon/55da44a345dcfecd60f7ae5b3d727e2e/dfin-activedisclosure.svg "DFIN ActiveDisclosure")

G2 offers free advice on this comparison.

Chat with an expert

How do we contact you?

 ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message

 ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call

Who do you want to talk with?

 ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent

 ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human

Pros & Cons

**Caseware**
[
Ease of Use (4)
](https://www.g2.com/products/caseware/reviews?filters%5Bsentiment_snippet%5D=2224559&qs=pros-and-cons#reviews)[
Efficiency (3)
](https://www.g2.com/products/caseware/reviews?filters%5Bsentiment_snippet%5D=2224554&qs=pros-and-cons#reviews)[
Learning Curve (3)
](https://www.g2.com/products/caseware/reviews?filters%5Bsentiment_snippet%5D=2224455&qs=pros-and-cons#reviews)[
Slow Performance (2)
](https://www.g2.com/products/caseware/reviews?filters%5Bsentiment_snippet%5D=2392658&qs=pros-and-cons#reviews)

**DFIN ActiveDisclosure**
[
Customer Support (3)
](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2223230&qs=pros-and-cons#reviews)[
Ease of Use (3)
](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2223224&qs=pros-and-cons#reviews)[
Bugs (1)
](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2306749&qs=pros-and-cons#reviews)[
Complexity (1)
](https://www.g2.com/products/dfin-activedisclosure/reviews?filters%5Bsentiment_snippet%5D=2306735&qs=pros-and-cons#reviews)

Integrations

**Caseware**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_785d0a1db7cea26c58eed5cd0328d142/cch-ifirm.png "Product Avatar Image")

CCH iFirm

](https://www.g2.com/products/cch-ifirm/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_13aba37ae908d9cf29a2452925257ccc/dynamics-365-commerce.jpeg "Product Avatar Image")

Dynamics 365 Commerce

](https://www.g2.com/products/dynamics-365-commerce/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_991e7b27368257437809e4d32c25f701/freshbooks.jpg "Product Avatar Image")

FreshBooks

](https://www.g2.com/products/freshbooks/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9a4b1c59a10899f84ef2b2071e2037ce/microsoft-dynamics-365-supply-chain-management.png "Product Avatar Image")

Microsoft Dynamics 365...

](https://www.g2.com/products/microsoft-dynamics-365-supply-chain-management/reviews)[
View all
](https://www.g2.com/products/caseware/integrations)

**DFIN ActiveDisclosure**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_033aa224b72b00b72e8860e4e6401efc/microsoft-excel.png "Product Avatar Image")

Microsoft Excel

](https://www.g2.com/products/microsoft-excel/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_333c0c0616c27133271dd2bd513fb59a/sap-bpc.jpeg "Product Avatar Image")

SAP BPC

](https://www.g2.com/products/sap-bpc/reviews)[
View all
](https://www.g2.com/products/dfin-activedisclosure/integrations)

Screenshots

**Caseware**
 ![Caseware screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1627986/G2-Listing-Product-OnPoint-Audit_2x.png)

**DFIN ActiveDisclosure**
 ![DFIN ActiveDisclosure screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1385375/ActiveDisclosure-Intuitive-Dashboard.jfif)

Ratings

Meets Requirements

**Caseware**

8.5

8.556

**DFIN ActiveDisclosure**

9.3

9.321

Ease of Use

**Caseware**

7.7

7.755

**DFIN ActiveDisclosure**

8.9

8.921

Ease of Setup

**Caseware**

7.8

7.815

**DFIN ActiveDisclosure**

9.4

9.417

Ease of Admin

**Caseware**

8.3

8.36

**DFIN ActiveDisclosure**
Not enough data

Quality of Support

**Caseware**

7.9

7.949

**DFIN ActiveDisclosure**

9.7

9.721

Has the product been a good partner in doing business?

**Caseware**

7.6

7.67

**DFIN ActiveDisclosure**
Not enough data

Product Direction (% positive)

**Caseware**

7.1

7.152

**DFIN ActiveDisclosure**

10.0

10.018

Features

Financial Audit[Hide 8 FeaturesShow 8 Features](javascript:void(0);)

9.2

8

Not enough data

Audit

Compliance

9.2(won by default)

6

Not enough data

Automation

Not enough data

Not enough data

Risk

Not enough data

Not enough data

Globalization

Not enough data

Not enough data

Analytics

Behavior Analysis

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

Optimization

Not enough data

Not enough data

Agentic AI - Financial Audit

Proactive Assistance

Not enough data

Not enough data

Show 7 feature categories with incomplete data

Governance, Risk & Compliance[Hide 45 FeaturesShow 45 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Incident Management

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Evidence Management

Not enough data

Not enough data

Risk Alerts

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

Sarbanes-Oxley Compliance

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Policy Management

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

HIPAA Compliant

Not enough data

Not enough data

Operational Risk Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Enterprise Risk Management

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Vendor Management

Not enough data

Not enough data

IT Risk Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Issue Management

Not enough data

Not enough data

Internal Controls Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Environmental Compliance

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Governance

Not enough data

Not enough data

Corrective and Preventive Actions (CAPA)

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

FDA Compliance

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Financial Analysis[Hide 17 FeaturesShow 17 Features](javascript:void(0);)

Not enough data

Not enough data

Data Management

Data Import

Not enough data

Not enough data

Data Consolidation

Not enough data

Not enough data

Data Validation

Not enough data

Not enough data

Reporting Structure

Reporting Hierarchy

Not enough data

Not enough data

Report Templates

Not enough data

Not enough data

Report Types

Not enough data

Not enough data

Standard Analytics

Standard KPIs

Not enough data

Not enough data

Standard Reports

Not enough data

Not enough data

Financial Statements

Not enough data

Not enough data

Drill Down

Not enough data

Not enough data

Custom Analytics

Dashboards

Not enough data

Not enough data

Custom KPIs

Not enough data

Not enough data

Custom Reports

Not enough data

Not enough data

Self Service

Not enough data

Not enough data

Multiple Entities

Not enough data

Not enough data

Agentic AI - Financial Analysis

Cross-system Integration

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

FP&A (Financial Planning & Analysis)[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

Not enough data

Not enough data

Financial Planning

Reporting

Not enough data

9.7(won by default)

5

Integration

Not enough data

8.7(won by default)

5

Extended Planning

Not enough data

Feature Not Available

Self-Service Reporting

Not enough data

Not enough data

Agentic AI - FP&A (Financial Planning & Analysis) 

Proactive Assistance

Not enough data

Feature Not Available

Decision Making

Not enough data

Feature Not Available

Financial Insight

Budgeting

Not enough data

Feature Not Available

Forecasting

Not enough data

Feature Not Available

Planning

Not enough data

Feature Not Available

Budgeting/Forecasting

Not enough data

Not enough data

Data

Data Visualization

Not enough data

Feature Not Available

Data Analysis

Not enough data

Feature Not Available

Custom Reporting

Not enough data

Not enough data

Reporting Templates

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Status Communication

Collaboration

Not enough data

10.0(won by default)

6

Version Control

Not enough data

9.7(won by default)

6

Real-Time Data Updates

Not enough data

Feature Not Available

Scorecards

Not enough data

Feature Not Available

Approval Process Control

Not enough data

Not enough data

Additional Functionality

Predictive Analytics

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Currency Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Investment Management

Not enough data

Not enough data

Transaction History

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Fixed Asset Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Transaction Monitoring

Not enough data

Not enough data

API

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Consolidation/Roll-Up

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Purchasing & Receiving

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Revenue Recognition

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Planning Tools

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Multi-Company

Not enough data

Not enough data

For Investors & Traders

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Income & Balance Sheet

Not enough data

Not enough data

Cash Flow Management

Not enough data

Not enough data

Accounting Practice Management[Hide 67 FeaturesShow 67 Features](javascript:void(0);)

Not enough data

Not enough data

Communication

Client Portals

Not enough data

Not enough data

Automation

Not enough data

Not enough data

Consolidation

Not enough data

Not enough data

Collaboration

Collaboration

Not enough data

Not enough data

Tasks

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Billing

Time

Not enough data

Not enough data

Reporting

Not enough data

Not enough data

Invoices

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Onboarding

Document Templates

Not enough data

Not enough data

Checklists

Not enough data

Not enough data

New Client

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Visibility

Job Status

Not enough data

Not enough data

Metrics

Not enough data

Not enough data

File Organization

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Notifications

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Agentic AI - Accounting Practice Management

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Additional Functionality

Invoice Management

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Online Payments

Not enough data

Not enough data

Messaging

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Time Tracking

Not enough data

Not enough data

Staff Management

Not enough data

Not enough data

Timer

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

For Accountants

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

For CPA Firms

Not enough data

Not enough data

API

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Credit Card Processing

Not enough data

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Appointment Management

Not enough data

Not enough data

Approval Workflow

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Due Date Tracking

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Corporate Tax[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

Not enough data

Not enough data

Tax Planning

Strategies

Not enough data

Not enough data

Exemptions

Not enough data

Not enough data

Credits

Not enough data

Not enough data

Estimations

Not enough data

Not enough data

Tax Filing

Calculations

Not enough data

Not enough data

Rules & Regulations

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Historical Reporting

Not enough data

Not enough data

K-1 Reporting

Not enough data

Not enough data

Workflows

Integrations

Not enough data

Not enough data

Importing

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Additional Functionality

Tax Compliance

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Multiple User Accounts

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Tax Filing

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Electronic Filing

Not enough data

Not enough data

Tax Planning

Not enough data

Not enough data

Corporate/Business

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Sales Tax Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Deadline Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Exception Notification

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Customer Accounts

Not enough data

Not enough data

For Nonprofits

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Electronic Submission

Not enough data

Not enough data

Email Reminders

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Payroll & Employer Forms

Not enough data

Not enough data

Tax Forms

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Data Verification

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Payroll Management

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Value Added Tax (VAT)

Not enough data

Not enough data

Taxation & Assessment

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Property Tax Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Environmental, Social, and Governance (ESG) Reporting[Hide 53 FeaturesShow 53 Features](javascript:void(0);)

Not enough data

Not enough data

Data Collection

Data Types

Not enough data

Feature Not Available

Data Sources

Not enough data

Feature Not Available

Third Party

Not enough data

Feature Not Available

Reporting

Public

Not enough data

9.8(won by default)

9

Ratings

Not enough data

Feature Not Available

Investment

Not enough data

Feature Not Available

Integration

Governance, Risk & Compliance

Not enough data

Feature Not Available

Finance

Not enough data

Feature Not Available

Environmental, Quality and Safety Management

Not enough data

Feature Not Available

Sustainability Management

Not enough data

Not enough data

Emissions Management

Not enough data

Not enough data

Policy Management

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Internal Controls Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Data Management

Not enough data

Not enough data

Conflict Minerals Management

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

Initiative Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Program Management

Not enough data

Not enough data

Framework Management

Not enough data

Not enough data

Disclosure Management

Not enough data

Not enough data

Survey/Poll Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Risk Management - Environmental, Social, and Governance (ESG) Reporting

Communications

Not enough data

Not enough data

Risk Identification

Not enough data

Feature Not Available

Risk Assessment

Not enough data

Feature Not Available

Strategic Planning

Not enough data

Feature Not Available

Scenario Planning

Not enough data

Not enough data

Reporting - Environmental, Social, and Governance (ESG) Reporting

Compliance Reporting

Not enough data

10.0(won by default)

5

Benchmarking & Competitive Analysis

Not enough data

Feature Not Available

Actionable Insights

Not enough data

Feature Not Available

AI-Enabled ESG Reporting

Not enough data

Feature Not Available

Performance Tracking

Not enough data

Feature Not Available

Generative AI

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Agentic AI - Environmental, Social, and Governance (ESG) Reporting

Autonomous Task Execution

Not enough data

Feature Not Available

Decision Making

Not enough data

Feature Not Available

Additional Functionality

KPI Monitoring

Not enough data

Not enough data

Emission Calculations

Not enough data

Not enough data

Environmental Metrics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Scoring

Not enough data

Not enough data

AI/Machine Learning

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Auditing

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Accounting & Finance

Autonomous Task Execution

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Caseware](https://images.g2crowd.com/uploads/product/hd_favicon/ecb1a1ef47733bcefab45770b9d856fc/caseware.svg "Caseware")](https://www.g2.com/products/caseware/reviews)

Caseware

Small-Business(50 or fewer emp.)

37.9%

Mid-Market(51-1000 emp.)

34.8%

Enterprise(\> 1000 emp.)

27.3%

[![DFIN ActiveDisclosure](https://images.g2crowd.com/uploads/product/hd_favicon/55da44a345dcfecd60f7ae5b3d727e2e/dfin-activedisclosure.svg "DFIN ActiveDisclosure")](https://www.g2.com/products/dfin-activedisclosure/reviews)

DFIN ActiveDisclosure

Small-Business(50 or fewer emp.)

4.3%

Mid-Market(51-1000 emp.)

73.9%

Enterprise(\> 1000 emp.)

21.7%

Small-Business

(50 or fewer emp.)

37.9%

4.3%

Mid-Market

(51-1000 emp.)

34.8%

73.9%

Enterprise

(\> 1000 emp.)

27.3%

21.7%

Reviewers' Industry

[![Caseware](https://images.g2crowd.com/uploads/product/hd_favicon/ecb1a1ef47733bcefab45770b9d856fc/caseware.svg "Caseware")](https://www.g2.com/products/caseware/reviews)
Caseware

Accounting

87.3%

Financial Services

3.2%

Telecommunications

1.6%

Insurance

1.6%

Hospitality

1.6%

Other

4.8%

[![DFIN ActiveDisclosure](https://images.g2crowd.com/uploads/product/hd_favicon/55da44a345dcfecd60f7ae5b3d727e2e/dfin-activedisclosure.svg "DFIN ActiveDisclosure")](https://www.g2.com/products/dfin-activedisclosure/reviews)
DFIN ActiveDisclosure

Information Technology and Services

14.3%

Accounting

14.3%

Pharmaceuticals

9.5%

Financial Services

9.5%

Banking

9.5%

Other

42.9%

Alternatives

**Caseware Alternatives**

 ![Karbon](https://images.g2crowd.com/uploads/product/hd_favicon/a090c44ebe37d6ba29570da4dd3ad970/karbon-2025-03-03.svg "Karbon")

[
Karbon
](/products/karbon-2025-03-03/reviews)

 ![Canopy](https://images.g2crowd.com/uploads/product/hd_favicon/a63b936e3c796e0c7e0a8ceeb3a30bd7/canopy-2026-05-12%282%29.svg "Canopy")

[
Canopy
](/products/canopy-2026-05-12/reviews)

 ![TaxDome](https://images.g2crowd.com/uploads/product/hd_favicon/dff376d4b0ad015cd0a36f7ba6152788/taxdome.svg "TaxDome")

[
TaxDome
](/products/taxdome/reviews)

 ![Dext](https://images.g2crowd.com/uploads/product/hd_favicon/a080c2884b40d29546f8644fc28fd9df/dext.svg "Dext")

[
Dext
](/products/dext/reviews)

**DFIN ActiveDisclosure Alternatives**

 ![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva")

[
Workiva
](/products/workiva-workiva/reviews)

 ![Adaptive from Workday](https://images.g2crowd.com/uploads/product/hd_favicon/98b8004ca518f3da663ebb902f0c9bab/adaptive-from-workday.svg "Adaptive from Workday")

[
Adaptive from Workday
](/products/adaptive-from-workday/reviews)

 ![HiBob HRIS](https://images.g2crowd.com/uploads/product/hd_favicon/747d84973dfb2a08f476b0676c949d65/hibob-hris.svg "HiBob HRIS")

[
HiBob HRIS
](/products/hibob-hris/reviews)

 ![SAP Analytics Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/7ff24fefdb8cc17f461e8084346fd686/sap-analytics-cloud.svg "SAP Analytics Cloud")

[
SAP Analytics Cloud
](/products/sap-analytics-cloud/reviews)

## Caseware vs DFIN ActiveDisclosure

- Reviewers felt that DFIN ActiveDisclosure meets the needs of their business better than Caseware.
- When comparing quality of ongoing product support, reviewers felt that DFIN ActiveDisclosure is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of DFIN ActiveDisclosure over Caseware.