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 Using outdated tools such as cumbersome on-premise software and manual spreadsheets is no longer a viable option.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.
Integrated guided methodology that simplifies EBP engagements
AICPA-guided methodology intelligently builds out the engagement and guides auditors through each step, ensuring all necessary information is collected and analyzed, reducing the likelihood of oversights or gaps.
Review tools to help auditors stay on top of issues
OnPoint EBP’s review tools allow auditors to access checklists that alert engagement partners of any added, modified, overridden or deleted procedures. Additionally, if any procedural changes come after the reviewer closes a checklist, OnPoint EBP issues a modified alert response.
Automated financial statements that help save time
Financial data are automatically mapped to flow into the embedded financial statements and notes disclosure. This includes real-time updates to ensure the efficient delivery of accurate and high-quality financial statements.
Risk alert indicators to head off trouble before it starts
OnPoint EBP’s alert icons provide preparers with risk alert indicators. These indicators alert auditors if potential risks warrant further investigation and expanded audit procedures.
Intelligent file building
Elevated audit experiences
High levels of defense
Get the most out of your OnPoint EBP audit experience
Leverage these supporting components to maximize the capabilities of OnPoint EBP.
Provide real-time data linkage between your engagement and MS Excel to access trial balance data and other properties.
CloudBridge 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.