OnPoint PCR
Make the move to smart Preparation, Compilation and Review software to drive maximum efficiency.
Key Benefits
Comply with confidence
Guarantee your firm is providing accurate information and documentation to comply with professional standards.
Simplify your workflow
Eliminate the time-consuming hassle of editing lengthy checklists by beginning with a simple client acceptance document that personalizes the engagement as you provide the details.
Boost efficiency
OnPoint PCR concentrates the many components of PCR work into a centralized platform, including engagement management, linked methodology, PBC document management and trial balance tools.
Safeguard information
Leveraging Caseware Cloud, you gain access to an ecosystem built for accounting and assurance services. Built-in analytics run diagnostics within your engagements and alert you to potential issues.
Product Overview
OnPoint PCR software is an advanced assurance solution that helps firms maximize efficiency and remain compliant across PCR engagements.
Features
Reduce unnecessary work with workflows that automatically display only what applies by engagement type, while AiDA, Caseware’s AI tool, offers staff in-file guidance.
Import the trial balance once, then use ratios, trends and lead sheet views to focus on key areas and support conclusions without manual spreadsheets.
Send and track requests in a portal with status and reminders. Client responses remain organized and linked to the correct areas, reducing follow-up and copy-paste.
How to Get Started
- Set up
Choose engagement type and industry. - Import
Import TB from system or Excel/CSV. - Collaborate
Send requests and track client responses. - Review
Use reviewer tools to clear issues fast. - Finalize
Generate financials and deliver reports.
Additional Resources
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