---
description: Compare InfoFlo vs Casebook regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: InfoFlo vs Casebook Comparison
---

Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/4237/tax-practice-management/software) > [InfoFlo \<span\>vs\</span\> Casebook](https://www.softwareadvice.ie/compare/138010/216199/infoflo/vs/casebook)

# Compare InfoFlo vs Casebook

Canonical: https://www.softwareadvice.ie/compare/138010/216199/infoflo/vs/casebook

> Detailed comparison between InfoFlo and Casebook. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | InfoFlo | Casebook |
| **Overall rating** | 4.5/5 | 4.2/5 |
| **Total Reviews** | 97 | 86 |
| **Starting Price** | US$20.00 | US$29.00 |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### InfoFlo

- API
- Activity Tracking
- Ad hoc Reporting
- CRM
- Case Notes
- Client Management
- Customer Database
- Document Management
- Document Templates
- Email Alerts
- Email Management
- For Nonprofits
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting/Analytics
- Scheduling
- Web Forms
- Website Integration
- Workflow Management

### Casebook

- API
- Activity Tracking
- Ad hoc Reporting
- CRM
- Case Notes
- Client Management
- Customer Database
- Document Management
- Document Templates
- Email Alerts
- Email Management
- For Nonprofits
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting/Analytics
- Scheduling
- Web Forms
- Website Integration
- Workflow Management

## Links

- [View InfoFlo Profile](https://www.softwareadvice.ie/software/138010/infoflo)
- [View Casebook Profile](https://www.softwareadvice.ie/software/216199/casebook)
- [View Original Comparison](https://www.softwareadvice.ie/compare/138010/216199/infoflo/vs/casebook)

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