OnPoint EBP
Conduct robust employee benefit plan audits that provide unparalleled levels of accuracy and effectiveness
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Integrate your EBP audits with intelligent software
Removing obstacles during employee benefit plan (EBP) audits is challenging, even for seasoned auditors. Using outdated tools such as cumbersome on-premise software and manual spreadsheets is no longer a viable option. As the complexity of EBP audits becomes increasingly tricky, modern auditors need intelligent audit tools to streamline processes.
Caseware OnPoint EBP is an intelligent EBP software solution that facilitates risk assessment and provides precise guidance for more focused, high-quality audits.
Features
Embedded AICPA-guided methodology
Standardized audit workflow aligned with professional standards. Integrated methodology ensures every engagement starts with the right structure. No more outdated templates.
Plan-specific setup & fieldwork
Engagement files dynamically adjust based on plan type and key characteristics, revealing only the relevant risks, disclosures and procedures. Audit programs and testing steps are scoped automatically, helping your team focus on what matters.
Automated financial statements & disclosures
Draft financial statements and note disclosures generate automatically from your plan profile and trial balance. Deliver high-quality reports faster without manual formatting or last-minute changes.
Benefits
Real-time collaboration
Intelligent file building
Compliance-focused approach
Elevated audit experiences
Scale operations
High levels of defense
Supporting components
Get the most out of your OnPoint EBP audit experience
Leverage these supporting components to maximize the capabilities of OnPoint EBP.
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Cloud Connector
arrow_forwardProvide real-time data linkage between your engagement and MS Excel to access trial balance data and other properties.
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CloudBridge
arrow_forwardCloudBridge is a powerful software utility that lets users transfer data seamlessly from Working Papers applications to cloud engagements. The easy-to-use interface and robust features simplify the process and provide organizations with a reliable solution for managing their data with confidence.
2023 State of Internal Audit Trends Report
The 3 Cs of Successful Audit Transformations
Revolutionizing EBP Audits: How Cloud-Based Solutions Are Changing the Game
