# Caseware, IRIS CARBON® vs DFIN ActiveDisclosure Comparison | | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Star Rating** | 4.0 out of 5 | 4.8 out of 5 | 4.8 out of 5 | | **Total Reviews** | 69 | 101 | 19 | | **Largest Market Segment** | Small-Business (38.5% of reviews) | Mid-Market (40.6% of reviews) | Mid-Market (73.7% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | No pricing available | --- ## Top Pros & Cons ### Caseware Pros: - Ease of Use (4 reviews) - Efficiency (3 reviews) Cons: - Learning Curve (3 reviews) - Slow Performance (2 reviews) ### IRIS CARBON® Pros: - Customer Support (11 reviews) - Ease of Use (5 reviews) Cons: - Confusing Interface (2 reviews) - Inconsistency (2 reviews) ### DFIN ActiveDisclosure Pros: - Customer Support (3 reviews) - Ease of Use (3 reviews) Cons: - Bugs (1 reviews) - Complexity (1 reviews) --- ## Ratings Comparison | Rating | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Meets Requirements** | 8.5 (55 reviews) | 9.7 (91 reviews) | 9.4 (17 reviews) | | **Ease of Use** | 7.7 (54 reviews) | 9.2 (92 reviews) | 9.2 (17 reviews) | | **Ease of Setup** | 7.6 (14 reviews) | 9.5 (33 reviews) | 9.4 (15 reviews) | | **Ease of Admin** | 8.3 (6 reviews) | 9.7 (12 reviews) | Not enough data | | **Quality of Support** | 7.8 (48 reviews) | 9.9 (91 reviews) | 9.8 (17 reviews) | | **Has the product been a good partner in doing business?** | 7.6 (7 reviews) | 9.9 (12 reviews) | Not enough data | | **Product Direction (% positive)** | 7.0 (51 reviews) | 9.6 (86 reviews) | 10.0 (15 reviews) | --- ## Pricing ### Caseware #### Entry-Level Pricing No pricing available #### Free Trial No information available ### IRIS CARBON® #### Entry-Level Pricing No pricing available #### Free Trial Yes ### DFIN ActiveDisclosure #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Financial Analysis | Product | Score | Reviews | |---|---|---| | **Caseware** | N/A | N/A | | **IRIS CARBON®** | N/A | N/A | | **DFIN ActiveDisclosure** | N/A | N/A | #### Data Management | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Data Import** | Not enough data | Not enough data | Not enough data | | **Data Consolidation** | Not enough data | Not enough data | Not enough data | | **Data Validation** | Not enough data | Not enough data | Not enough data | #### Reporting Structure | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Reporting Hierarchy** | Not enough data | Not enough data | Not enough data | | **Report Templates** | Not enough data | Not enough data | Not enough data | | **Report Types** | Not enough data | Not enough data | Not enough data | #### Standard Analytics | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Standard KPIs** | Not enough data | Not enough data | Not enough data | | **Standard Reports** | Not enough data | Not enough data | Not enough data | | **Financial Statements** | Not enough data | Not enough data | Not enough data | | **Drill Down** | Not enough data | Not enough data | Not enough data | #### Custom Analytics | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Dashboards** | Not enough data | Not enough data | Not enough data | | **Custom KPIs** | Not enough data | Not enough data | Not enough data | | **Custom Reports** | Not enough data | Not enough data | Not enough data | | **Self Service** | Not enough data | Not enough data | Not enough data | | **Multiple Entities** | Not enough data | Not enough data | Not enough data | #### Agentic AI - Financial Analysis | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | Not enough data | ### Financial Audit | Product | Score | Reviews | |---|---|---| | **Caseware** | 9.0/10 | 7 | | **IRIS CARBON®** | N/A | N/A | | **DFIN ActiveDisclosure** | N/A | N/A | #### Audit | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Automation** | Not enough data | Not enough data | Not enough data | | **Risk** | Not enough data | Not enough data | Not enough data | | **Compliance** | 9.0 (5 reviews) | Not enough data | Not enough data | | **Globalization** | Not enough data | Not enough data | Not enough data | #### Analytics | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Behavior Analysis** | Not enough data | Not enough data | Not enough data | | **Risk Analysis** | Not enough data | Not enough data | Not enough data | | **Optimization** | Not enough data | Not enough data | Not enough data | #### Agentic AI - Financial Audit | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Caseware** | N/A | N/A | | **IRIS CARBON®** | 8.2/10 | 16 | | **DFIN ActiveDisclosure** | N/A | N/A | #### Financial Planning | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Extended Planning** | Not enough data | 8.5 (8 reviews) | Feature Not Available | | **Reporting** | Not enough data | 8.7 (10 reviews) | 9.7 (5 reviews) | | **Integration** | Not enough data | 8.0 (10 reviews) | Not enough data | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Not enough data | Feature Not Available | #### Financial Insight | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Budgeting** | Not enough data | 7.4 (14 reviews) | Feature Not Available | | **Forecasting** | Not enough data | 7.9 (12 reviews) | Feature Not Available | | **Planning** | Not enough data | 7.9 (12 reviews) | Feature Not Available | #### Data | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Data Visualization** | Not enough data | 8.3 (14 reviews) | Feature Not Available | | **Data Analysis** | Not enough data | 8.3 (11 reviews) | Feature Not Available | | **Custom Reporting** | Not enough data | 8.5 (12 reviews) | Not enough data | | **Reporting Templates** | Not enough data | 8.9 (11 reviews) | Not enough data | #### Status Communication | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Collaboration** | Not enough data | 9.2 (14 reviews) | Not enough data | | **Version Control** | Not enough data | 9.2 (11 reviews) | Not enough data | | **Real-Time Data Updates** | Not enough data | 8.5 (12 reviews) | Feature Not Available | | **Scorecards** | Not enough data | 8.2 (10 reviews) | Feature Not Available | ### Accounting Practice Management | Product | Score | Reviews | |---|---|---| | **Caseware** | N/A | N/A | | **IRIS CARBON®** | N/A | N/A | | **DFIN ActiveDisclosure** | N/A | N/A | #### Communication | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Client Portals** | Not enough data | Not enough data | Not enough data | | **Automation** | Not enough data | Not enough data | Not enough data | | **Consolidation** | Not enough data | Not enough data | Not enough data | #### Collaboration | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Collaboration** | Not enough data | Not enough data | Not enough data | | **Tasks** | Not enough data | Not enough data | Not enough data | | **Version Control** | Not enough data | Not enough data | Not enough data | #### Billing | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Time** | Not enough data | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | Not enough data | | **Invoices** | Not enough data | Not enough data | Not enough data | #### Onboarding | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Templates** | Not enough data | Not enough data | Not enough data | | **Checklists** | Not enough data | Not enough data | Not enough data | | **New Client** | Not enough data | Not enough data | Not enough data | #### Visibility | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Job Status** | Not enough data | Not enough data | Not enough data | | **Metrics** | Not enough data | Not enough data | Not enough data | | **File Organization** | Not enough data | Not enough data | Not enough data | | **Audit Trail** | Not enough data | Not enough data | Not enough data | | **Notifications** | Not enough data | Not enough data | Not enough data | | **Integrations** | Not enough data | Not enough data | Not enough data | #### Agentic AI - Accounting Practice Management | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | Not enough data | ### Corporate Tax | Product | Score | Reviews | |---|---|---| | **Caseware** | N/A | N/A | | **IRIS CARBON®** | N/A | N/A | | **DFIN ActiveDisclosure** | N/A | N/A | #### Tax Planning | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Strategies** | Not enough data | Not enough data | Not enough data | | **Exemptions** | Not enough data | Not enough data | Not enough data | | **Credits** | Not enough data | Not enough data | Not enough data | | **Estimations** | Not enough data | Not enough data | Not enough data | #### Tax Filing | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Calculations** | Not enough data | Not enough data | Not enough data | | **Rules & Regulations** | Not enough data | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | Not enough data | #### Workflows | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Integrations** | Not enough data | Not enough data | Not enough data | | **Importing** | Not enough data | Not enough data | Not enough data | ### Environmental, Social, and Governance (ESG) Reporting | Product | Score | Reviews | |---|---|---| | **Caseware** | N/A | N/A | | **IRIS CARBON®** | 9.6/10 | 14 | | **DFIN ActiveDisclosure** | N/A | N/A | #### Data Collection | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Data Types** | Not enough data | 9.7 (12 reviews) | Feature Not Available | | **Data Sources** | Not enough data | 9.7 (12 reviews) | Feature Not Available | | **Third Party** | Not enough data | 9.7 (10 reviews) | Feature Not Available | #### Reporting | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Ratings** | Not enough data | 9.5 (11 reviews) | Feature Not Available | | **Investment** | Not enough data | 9.8 (10 reviews) | Feature Not Available | | **Public** | Not enough data | 9.7 (12 reviews) | 9.8 (9 reviews) | #### Integration | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Governance, Risk & Compliance** | Not enough data | 10.0 (10 reviews) | Feature Not Available | | **Finance** | Not enough data | 9.8 (11 reviews) | Feature Not Available | | **Environmental, Quality and Safety Management** | Not enough data | 9.6 (9 reviews) | Feature Not Available | #### Risk Management - Environmental, Social, and Governance (ESG) Reporting | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Communications** | Not enough data | 9.8 (7 reviews) | Not enough data | | **Risk Identification** | Not enough data | 9.4 (6 reviews) | Feature Not Available | | **Risk Assessment** | Not enough data | 9.4 (6 reviews) | Feature Not Available | | **Strategic Planning** | Not enough data | 9.4 (6 reviews) | Feature Not Available | #### Reporting - Environmental, Social, and Governance (ESG) Reporting | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Benchmarking & Competitive Analysis** | Not enough data | 9.4 (6 reviews) | Feature Not Available | | **Actionable Insights** | Not enough data | 9.4 (6 reviews) | Feature Not Available | | **AI-Enabled ESG Reporting** | Not enough data | 9.4 (6 reviews) | Feature Not Available | | **Performance Tracking** | Not enough data | 9.5 (7 reviews) | Feature Not Available | | **Compliance Reporting** | Not enough data | Not enough data | Not enough data | #### Agentic AI - Environmental, Social, and Governance (ESG) Reporting | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Not enough data | Feature Not Available | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Caseware** | N/A | N/A | | **IRIS CARBON®** | N/A | N/A | | **DFIN ActiveDisclosure** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | --- ## Categories **Unique to Caseware (4):** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management), [Financial Audit Software](https://www.g2.com/categories/financial-audit), [Financial Analysis Software](https://www.g2.com/categories/financial-analysis), [Corporate Tax Software](https://www.g2.com/categories/corporate-tax) **Unique to IRIS CARBON® (3):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [Disclosure Management Software](https://www.g2.com/categories/disclosure-management), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Unique to DFIN ActiveDisclosure (3):** [Environmental, Social, and Governance (ESG) Reporting Software](https://www.g2.com/categories/environmental-social-and-governance-esg-reporting), [Disclosure Management Software](https://www.g2.com/categories/disclosure-management), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) --- ## Reviewer Demographics ### By Company Size | Segment | Caseware | IRIS CARBON® | DFIN ActiveDisclosure | |---|---|---|---| | **Small-Business** | 38.5% | 27.7% | 5.3% | | **Mid-Market** | 33.8% | 40.6% | 73.7% | | **Enterprise** | 27.7% | 31.7% | 21.1% | ### By Industry #### Caseware - **Accounting:** 87.1% - **Financial Services:** 3.2% - **Telecommunications:** 1.6% - **Insurance:** 1.6% - **Hospitality:** 1.6% - **Furniture:** 1.6% - **Food Production:** 1.6% - **Banking:** 1.6% #### IRIS CARBON® - **Accounting:** 11.9% - **Financial Services:** 7.9% - **Oil & Energy:** 6.9% - **Real Estate:** 5.9% - **Mining & Metals:** 5.0% - **Computer Software:** 5.0% - **Utilities:** 4.0% - **Electrical/Electronic Manufacturing:** 4.0% - **Information Technology and Services:** 3.0% - **Consumer Goods:** 3.0% - **Other:** 43.6% #### DFIN ActiveDisclosure - **Information Technology and Services:** 17.6% - **Accounting:** 17.6% - **Pharmaceuticals:** 11.8% - **Financial Services:** 11.8% - **Banking:** 11.8% - **Real Estate:** 5.9% - **Law Practice:** 5.9% - **Hospitality:** 5.9% - **Hospital & Health Care:** 5.9% - **Consumer Services:** 5.9% --- ## Alternatives ### Alternatives to Caseware - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (825 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (694 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews) - [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (815 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) — 4.4/5 stars (466 reviews) - [LiveFlow](https://www.g2.com/products/liveflow/reviews) — 4.9/5 stars (332 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (331 reviews) - [Celonis](https://www.g2.com/products/celonis/reviews) — 4.5/5 stars (322 reviews) - [Dext](https://www.g2.com/products/dext/reviews) — 4.6/5 stars (293 reviews) ### Alternatives to IRIS CARBON® - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2145 reviews) - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (908 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews) - [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) — 4.3/5 stars (798 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (498 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (408 reviews) - [LiveFlow](https://www.g2.com/products/liveflow/reviews) — 4.9/5 stars (332 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (331 reviews) ### Alternatives to DFIN ActiveDisclosure - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2145 reviews) - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (908 reviews) - [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) — 4.3/5 stars (798 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (498 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (408 reviews) - [LiveFlow](https://www.g2.com/products/liveflow/reviews) — 4.9/5 stars (332 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (331 reviews) --- ## Top Discussions ### Caseware No discussions available for this product. ### IRIS CARBON® - Title: [I would like to hear other users' about their experience with IRIS Carbon as well](https://www.g2.com/discussions/i-would-like-to-hear-other-users-about-their-experience-with-iris-carbon-as-well) — 1 comment, 1 upvote > **Top comment:** "Hey Alex we are currently rated at 4.8 out of 5 by our users on G2. Thanks " ### DFIN ActiveDisclosure No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/caseware-vs-iris-carbon-vs-dfin-activedisclosure)