Secure and Effective Collaboration with OnPoint Collaborate

OnPoint Collaborate helps you facilitate any project that involves gathering data and documentation from clients such as tax compliance, assurance services and consulting, while keeping the communication channels clear and centralized through the process. OnPoint Collaborate also integrates with Caseware Working Papers and other desktop engagement products. By using OnPoint Collaborate, you can avoid much of the administrative challenges involved in gathering information from clients, like back-and-forth email conversations that tend to live in one staff member’s inbox.

Streamline your processes

Establish a consistent approach with firm-wide templates
Configure requests to your liking to establish a foundational approach for PBC documents
Real-time status of requests keeps everyone on the same page

Quality through standardization

Clarify needs with sample files and with live discussion around requests
Standardizes how firms manage PBC documents, from initial requests to final wrap up
Drive an innovative process that’s truly collaborative

Enhance client collaboration

Keep it simple and clean for clients and staff with minimal risk of missing anything
Drive the process forward through online transparency instead of back and forth, one-off emails.
Questions seen by clients can be intelligently tailored in or out based on how the client responds.

OnPoint Collaborate Features

Establish a Consistent Approach with Firm-Wide Templates:

Configure requests to your liking to establish a foundational approach for PBC documents.

Streamlined Communications that Reduce Email:

Drive the process forward through online transparency instead of back and forth, one-off emails.

Customized Client Requests:

Questions seen by clients can be intelligently tailored in or out based on how the client responds.

Heightened Visibility into Status of Requests:

Instantly see and track what requests have been fulfilled, which are outstanding, and what questions have been asked in response to requests.

Behind the OnPoint A&A Suite

The partnership between the AICPA, CPA.com and CaseWare leverages the strengths of each organization:

The AICPA works to transform the methodology, leveraging a distributed team of auditing professionals and technology experts to guide the effort.
CPA.com creates awareness, educates and enables firms on how this journey will work for them, as each firm’s path may be different from the next
Caseware provides the foundational cloud platform and ecosystem upon which these unique solutions will flourish

Interested in learning more or obtaining a demo? Kindly complete the form below and a Caseware representative will be in touch with you. OnPoint is only available in the US.