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Collaboration Leading to New Levels of Productivity and Efficiency
Cloud
Improve the quality and efficiency of your engagements with tools that simplify collaboration between staff and clients. Our centralized file management system provides a single location to host all of your engagements, while providing security on par with large banks, and built-in backups, so your clients can trust that their data is safe with you.
Key Features
Simplified Client Portal
Facilitate collaboration with clients through easy file sharing, communication and status reporting.
Complete File Management
Obtain a full document management system with centralized data storage, and built-in retention and backup capabilities.
Integrated Time and Billing
Manage your time and complete billing from any web-enabled device. Cloud automatically generates draft timesheets based on your calendar and time spent in client engagement files.
Intuitive Collaboration
Enable staff collaboration on the same client file, and facilitate review and sign-offs from anywhere.
Transparent Engagement Management
Monitor all of your engagements in one central location - with easy access from anywhere so you can make course corrections quickly.
Strong Permission Protocols
Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks.
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
CaseWare Cloud
With CaseWare Cloud, you’ll gain unprecedented visibility into your engagements. With innovative web-based tools, you can easily monitor your engagement quality, centralize all working files in one location, and work in real-time with your colleagues and clients.
CaseWare Cloud
With CaseWare Cloud, you’ll gain unprecedented visibility into your engagements. With innovative web-based tools, you can easily monitor your engagement quality, centralize all working files in one location, and work in real-time with your colleagues and clients.
OnPoint A&A Suite
The OnPoint A&A Suite is an online suite of products built on the CaseWare Cloud platform designed to fuel and empower transformation of A&A services. The suite incorporates AICPA methodology and brings together a set of unique applications that drive efficiency, quality and value for firms and their clients. Core applications include OnPoint PCR, OnPoint Collaborate, OnPoint AnalyticsAI and OnPoint EBP.
