Enhancing the Efficiency, Quality and Value of
Preparation, Compilation and Review Services.
Achieve high quality results with less effort

High Quality Results with OnPoint PCR

OnPoint PCR offers a single, integrated end-to-end solution to optimize how you perform your firm’s preparation, compilation and review engagements. OnPoint PCR leverages Intelligent Checklists and Guided Engagements to help you start with a simple client intake form from which the engagement is built out and tailored to your client’s needs. A complete solution that includes a trial balance, financial reporting, automated letter drafting, and PBC collaboration tools, OnPoint PCR gives you the tools to deliver for clients in less time and with greater confidence.

Simplify your workflow

Start with an easy client acceptance document that tailors the engagement as you provide the details
Save time with automated report and letter drafting
Real-time status of requests keeps everyone on the same page

Comply with confidence

Clarify needs with sample files and with live discussion around requests
Provides accurate information and documentation to comply with professional standards
Built to meet security standards in a digital world

Geared for prep, comp, and review work

Centralizes the many components of prep, comp, and review work through a single platform
Leveraging CaseWare Cloud, you have an ecosystem designed for A&A services
Personalize and centralize client communications and requests through an integrated cloud approach

OnPoint PCR Features

Comply with Confidence

Helps ensure that your firm is providing accurate information and documentation in order to comply with professional standards.

Simplify Your Workflow with a Clean, Simple Setup

Instead of having to pare down extensive checklists, start with an easy client acceptance document that will tailor the engagement as you provide the details.

Gain Efficiency with a Single, Consistent Interface

The solution centralizes the many components of preparation, compilation and review work through a single platform, including: Engagement management, Engagement methodology, Linked methodology, PBC document management, Trial balance tools

Save Time with Automated Report and Letter Drafting

As you complete work in an engagement, the logic built into OnPoint PCR will update the language on letters and reports to help align deliverables with quality standards.

Safeguard information with a Secure, Robust Platform

Leveraging CaseWare Cloud, you have an ecosystem designed for A&A services and built to meet security standards in a digital world.

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