# CaseTrac  Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CaseTrac  Software - reviews, pricing plans, popular comparisons to other Compliance products and more.

Source: https://www.capterra.com/p/179781/DaySmart-Pet

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# 

 CaseTrac Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

CaseTrac

## What is CaseTrac ?

CaseTrac offers the industry's most comprehensive intake methods for reporting your company's concerns and collects, manages, and resolves any incidents that arise. We always protect the anonymity of each reporter and provide seamless communication with the individual who chooses to report. CaseTrac reporting and analysis offers a wide range of standard and ad hoc reports including lists, summaries, and analyses of your data, which you can display, print, or export for further analysis.

## What is CaseTrac used for?

[Risk Management](https://www.capterra.com/risk-management-software/)[Compliance](https://www.capterra.com/compliance-software/)

Top alternative

Featured

Overall rating

Based on 7 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$500

Per Feature, Per Year

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for CaseTrac ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.ethix360.com&name=CaseTrac )

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CaseTrac

4.7 (7)

VS.

[4.5 (206)](https://www.capterra.com/p/196959/Pirani/reviews/)

Starting Price

$500

Per Feature, Per Year

Starting Price

$276

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (7)

Ease Of Use

4.5 (206)

Value For Money

4.6 (7)

Value For Money

4.3 (192)

Customer Service

5.0 (7)

Customer Service

4.6 (200)

## CaseTrac alternatives

[4.5 (528)](https://www.capterra.com/p/148577/MasterControl/reviews/)

Starting price

$25000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.4 (2,975)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.6 (353)](https://www.capterra.com/p/141080/iAuditor/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/179781/CaseTrac/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Archiving & Retention

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Audit Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Compliance Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

Compliance Tracking

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track and report regulatory data to either internal management or external stakeholders

Environmental Compliance

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Guidelines for conforming to environmental laws, regulations and requirements

HIPAA Compliant

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Compliant with HIPAA, which sets standards for sensitive patient data protection

CaseTrac 18 features

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Guidelines for conforming to environmental laws, regulations and requirements

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage and track all disruptions and incidents

Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation

Access software remotely via mobile devices

Manage risk that occurs from systems failure or inadequate processes

Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant

Predict future data based on historical data sets

Planning and managing of resources and procedures to mitigate the impact of events and incidents

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Reporting of risks associated with specific actions, events, or entities

Regulations on a company's internal process when dealing with financial reporting

Gauge satisfaction and receive information for improvement and success

Get Advice

We can help you find the software with the features you need.

Features

4.7 (7)

4.7

Based on 7 reviews

## Pricing

Value for money

4.6 (7)

Basic

$500.00

Per Feature,Per Year

Value for money

4.6 (7)

4.6

Based on 7 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (7)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (7)

5.0

Based on 7 reviews

## User reviews

Overall rating

4.7

Based on 7 reviews

Filter by rating

5(5)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CU

Curtis U.

Director of Compliance/Privacy

Medical Practice

### "CaseTrac Reporting and Hotline services"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 9, 2021

Very positive. Robust system allows me to assign and share investigations across departments (Clinical, HR, Billing, etc.)

Pros

Set-up and implementation when very smoothly, and staff training was make easier with CT's training modules. Staff find the system easy to operate and direct reporting by staff is at 95%. Very impressed, plus the system is 3x cheaper than my last Hotline.

Cons

No formal OSHA accident Reporting (OSHA 300) - require staff to document free text reporting details.

Reasons for choosing CaseTrac

More functional solution and lower cost.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 14, 2021

Thanks so much for your feedback, Curtis! We're glad to hear that you're enjoying CaseTrac. As always, feel free to reach out with any questions or concerns! Kindest regards, Katie

SS

Sarine S.

VP Regulatory Compliance

Banking

### "CaseTrac Tool"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 28, 2021

Provides the needed management of cases and provides a repository of all cases logged for the bank.

Pros

I like how user friendly and simple the tool is. Not complex and works as intended.

Cons

The software is easy to use, no particular difficulty or enhancement noted at this point.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 30, 2021

Thanks so much for your feedback, Sarine! We're glad to hear that you're enjoying CaseTrac. As always, feel free to reach out with any questions or concerns! Kindest regards, Katie

TB

Tom B.

VP - Risk Management

Construction

### "Hotline"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 25, 2021

Hotline is exactly what we needed and all we got, did not have to buy any other add-ons.

Pros

Demo was done very well. Implementation was smooth and site navigation is easier than other product we used.

Cons

Since still in the honeymoon period, can't say anything really wrong.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 30, 2021

Thanks so much for your feedback, Tom! We're glad to hear that you're enjoying CaseTrac. As always, feel free to reach out with any questions or concerns! Kindest regards, Katie

JC

Jeanette C.

VP HR Operations

Education Management

### "A good choice for our needs"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 22, 2021

Our transition from the prior provider, who was bought out by the owners of CaseTrac, was a bit clunky but support was usually readily available to work through issues. Our needs are fairly basic and we don't have a lot of volume, therefore this system works adequately for us.

Pros

I most appreciate the tool notifies me when something has been added to the site. It's relatively easy to navigate through the site and the role configurations work well for us. Most users, even those who are in Case Trac infrequently, can navigate without much difficulty or support.

Cons

The tool could be more intuitive than it is although it's fairly easy to figure things out. I find the reporting capabilities and tools to be lacking in ease and robust-ness but we don't get asked for many reports so it's not an issue for us.

Reasons for choosing CaseTrac

n/a

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 24, 2021

Thanks so much for sharing your feedback and concerns, Jeanette. We're sorry to hear that your transition to CaseTrac was not as smooth as it could have been. I assure you that ETHIX360 has continually improved our onboarding process over the past few years, thanks to the feedback of companies like yours. Your support is greatly appreciated and your trust in us as our partnership started is not overlooked. I'm also excited to let you know that one of our next development initiatives is to improve the analytics and reporting capabilities of CaseTrac. We would love to have you and your team participate in a focus group to share your in-depth concerns with us and allow us to continue to improve our product. A member of our team will reach out to you to further understand how we can better serve you and your team. Kindest regards, Katie

RS

Rick S.

Corporate Compliance Officer

Hospital & Health Care

### "Exceptional Experience "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 6, 2020

Ethix360 provides our Ethics Line services, offering multiple (web, email, phone) mechanisms for employees to report potential issues, anonymously if they choose. We use the CaseTrac tool to work cases end-to-end - from intake through investigation to closure & have had an outstanding experience with the company & the solution. The tool meets all of our needs & is being consistently reviewed & improved. The people at Ethix360 are extremely responsive, solve problems & answer questions quickly, solicit input to improve the software, & go out of their way to ensure you have an exceptional experience with them. Highly recommend.

Pros

The solution has a very straightforward interface for individuals submitting information as well as for those working within the tool daily. From setup to implementation to daily use to back-end reporting, the software is structured logically, includes a variety of valuable features, & is easy to navigate throughout.

Cons

While the back-end reporting features are well thought out & allow for reporting within the tool, it does not allow for extraction of data based on specific search criteria. You can extract a full report of all data within the system, but cannot extract specific, targeted data. To be clear, you can input specific search criteria & view the reports within the tool, you just cannot extract it that way. You can only extract all data within the system at once. It would be a nice feature to be able to extract targeted reports instead of just viewing them within the system.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 11, 2020

Thanks for taking the time to review us, Rick! Point well taken on the data extract, we are working on some enhancements to reporting overall that should make it easier to extract targeted data in the future. Kindest regards,

NS

Natalia S.

Ethics Analyst

Defense & Space

### "Switched from Navex and users appreciate it"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 13, 2020

Pros

Our organization uses the case management system daily and our cross-functional users wanted a platform that provides an intuitive workflow without jeopardizing the investigation and monitoring needs; CaseTrac allows that! The workflow style helps monitor the case state and organizes the information in a simple way. The self-exportable case reports are a plus and key to our day to day needs. Customer Support is always extremely helpful and available.

Cons

We are pleased with the software; if any changes I would recommend enhancing the current capabilities of the automatic email notifications when action has been taken in a case file.

Switched from

[NAVEX  One](https://www.capterra.com/p/223069/NavexGlobal/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

Principal

Venture Capital & Private Equity

### "Moved from Convercent and Haven't Looked Back!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 10, 2019

Switching to CaseTrac has been an incredible move for us as an organization.

Pros

CaseTrac is an intuitive, full-function case management system that has made my life much easier. The analysis and reporting that the platform provides for me are incredible. The peer group benchmarking is very valuable to executives.

Cons

There are a lot of features, so deciding exactly which ones to use took a little time; but, once that initial process was over, it has been great. The team helped a lot through this process.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/179781/CaseTrac/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)