Delivering efficient, high-quality employee benefit plan (EBP) audits that are free of inefficient processes can be a daunting responsibility, even for the most experienced auditor.
Old-school tools, from clunky on-premises software to manual spreadsheets, are no longer an option. Their inefficient processes make for difficult planning, data gathering, documentation and overall workflow management. We recognize that carrying out complex EBP audits is becoming increasingly steep, and today’s auditors need an intelligent audit tool with an efficient EBP audit process.
Introducing OnPoint EBP, a smart audit solution developed to help firms expedite their risk assessment and provide the right guidance for more focused and high-quality audits.
Level-Up and Integrate Your EBP Audits
OnPoint EBP is revolutionizing how employee benefit plan audits are conducted worldwide. Our cloud-based smart engagement management solution is an integrated methodology and software solution that offers firms efficient and effective EBP audits.
Audit documentation and reporting with enhanced review tools, that track if any information was changed at any point during the engagement.
Integrated AICPA guided methodology that intelligently builds out the engagement as work progresses and highlights appropriate areas of focus that help the auditor gain an understanding of the plan.
Integrated diagnostics to indicate when a response warrants additional consideration or when someone chooses a non-standard path.
Automatic drafting of financial statements and notes disclosures helps the auditor remain organized and efficient throughout the engagement.
Built-in analytics and collaboration features to gain efficiency, while ensuring your team and clients stay connected from anywhere in the cloud.
What's in it for You?
Increased Efficiency
Populate multiple areas in the engagement file with a single-time entry of common data and be alerted to non-standard responses.
Real-Time Collaboration
Ensure your team and clients stay connected from anywhere with effective, real-time collaboration in the cloud with integrated communication.
Be Fully Optimized
Intuitive features make the audit easier at every turn. Uniformed testing templates accelerate testing for every engagement.
Advanced Analytics
Gain a better understanding of year-over-year financial information with preliminary and final analytics.
Trust Assured
Subtract the worry and add strategic expertise to your EBP audit, letting you focus on initiatives that bring the biggest benefit to your business and your employees.
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