Get started with OnPoint Audit SLG - Staff

Before you get started with OnPoint Audit SLG, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

1. Start the engagement

2. Complete the engagement setup procedures

3. Perform the acceptance and continuance

4. Review and send the engagement letter

5. Perform risk assessment

6. Import the client's data

7. Define materiality

8. Perform fieldwork

9. Complete the engagement

10. Archive and lock down the engagement