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

Efficient Benefit Plan Audits with OnPoint EBP

OnPoint EBP offers an end-to-end solution for performing employee benefit plan audits pursuant to ERISA Section 103(a)(3)(C). Part of the OnPoint A&A Suite, powered by CaseWare Cloud, this comprehensive solution streamlines the process, from planning to delivery of the auditor’s report by providing dynamic engagement tools, links to authoritative guidance, and practical implementation guidance within one product.

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

Ensure Quality

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.

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