OnPoint EBP

Drive Efficient, High Quality Employee Benefit Plan Audits
Achieve high quality results with less effort

OnPoint EBP gives firms an end-to-end engagement management solution for completing employee benefit plan audits under current standards and ERISA section 103 (a)(3)(C). OnPoint EBP will leverage the same CaseWare Cloud platform advantages available today in OnPoint PCR, including integrated PBC document/information management, built in AICPA methodology, logic-based drafting of deliverables, and more.

Save time while gaining efficiency

Expedites risk assessment through an integrated plan profile
Automates FS drafting and disclosure creation
Fulfilled requests of PBC documents are directly brought into the engagement file

Comply with confidence

Integrated AICPA methodology and guidance that intelligently builds out the engagement as work progresses
Full engagement support, including links to authoritative guidance and practical implementation guidance
Identifies appropriate areas of focus and nuances unique to the plan under audit

Enhance client value

Leverage preliminary and final analytics tools to better understand year-over-year comparison data
Personalize and centralize client communications and requests through an integrated cloud approach
Significant automation in logical places to drive an efficient, high quality audit

OnPoint EBP Features

Collaborate in real-time

Ensure your team and clients stay connected from anywhere with effective, real-time collaboration in the cloud.

Gain efficiency

Enter common data a single time to populate multiple areas in the engagement file, and be alerted to non-standard responses.

Save time

Leverage standardized testing templates to expedite testing for every engagement.

Heighten visibility to data

Gain a better understanding of year-over-year financial information with preliminary and final analytics.

Improve client communications

Personalize and centralize client communications and requests through an integrated cloud approach.