Product

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 Using outdated tools such as cumbersome on-premise software and manual spreadsheets is no longer a viable option.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

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.

Benefits

Real-time collaboration

Real-time collaboration

Eliminate the constraints of traditional collaboration. Ensure your team and clients stay connected from anywhere with effective, real-time collaboration via the cloud.
Intelligent file building

Intelligent file building

Populate multiple areas of engagement files with common data by using tailored checklists and automated workflows. Then, receive alerts for non-standard responses.
Compliance-focused approach

Compliance-focused approach

Simplify the auditing process by leveraging comprehensive guidance and tools, ensuring all compliance requirements are met promptly and substantively.
Elevated audit experiences

Elevated audit experiences

Remove worries of under-auditing or over-auditing by adding strategic expertise to your EBP audit. Use the time saved to focus on initiatives that benefit your business the most.
Scale operations

Scale operations

Gain more insight into year-over-year financial information with preliminary and final analytics. Easily capture and store data on identified risks and controls in a central location.
High levels of defense

High levels of defense

Benefit from multiple digital and physical security layers, backed by Caseware’s global technology expertise. We consistently back up your data with the latest safety practices.

Supporting components

Get the most out of your OnPoint EBP audit experience

Leverage these supporting components to maximize the capabilities of OnPoint EBP.

  • Cloud Connector
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    Provide real-time data linkage between your engagement and MS Excel to access trial balance data and other properties.

  • CloudBridge
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    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.

Ensure high-quality EBP audits with the least possible stress