OnPoint EBP
Specialized audit solution for employee benefit plan engagements.
Wesentliche Vorteile
Compliance-focused approach
Simplify audits with built-in guidance and tools that ensure timely, substantive compliance.
Intelligent file building
Populate engagement files automatically and receive alerts for non-standard responses.
Elevated audit experiences
Apply strategic expertise to EBP audits and focus time on higher-value initiatives.
Scale operations
Gain year-over-year insights with analytics and centralize risk and control data.
Produktüberblick
OnPoint EBP is an intelligent EBP software solution that facilitates risk assessment and provides precise guidance for more focused, high-quality audits.
Funktionen
Standardized audit workflow aligned with professional standards. Integrated methodology ensures every engagement starts with the right structure. No more outdated templates.
Engagement files dynamically adjust based on plan type and key characteristics, revealing only the relevant risks, disclosures and procedures. Audit programs and testing steps are scoped automatically, helping your team focus on what matters.
Draft financial statements and note disclosures generate automatically from your plan profile and trial balance. Deliver high-quality reports faster without manual formatting or last-minute changes.
Get Started
- Import
Upload trial balance to start the file. - Profile
Complete Plan Profile to tailor work. - Assess
Review linked analytics and plan risks. - Test
Run adaptive programs and templates - Report
Finalize drafted financials and reports
Weitere Ressourcen
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