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.
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 PCR
OnPoint PCR is a smart, cloud-based preparation, compilation, and review engagement solution for small- and mid-sized firms, featuring interactive, intelligent checklists powered by AICPA technical guidance, linked financials that automatically update as you work, and built-in tools such as visual analytics and real-time collaboration that simplify your engagements.
