Gaining efficiency is critical for accountants who want to work smarter, streamline their workflows and avoid getting burnt out performing repetitive tasks during clients’ preparation, compilation and review (PCR) engagements.
In today’s fast-paced business environment, guesswork, one-size-fits-all solutions, improper documentation, the struggle to collect PBC documents from clients, and duplicating paper processes create significant problems for accountants.
The time is now for a smart, intelligent PCR solution that empowers accountants with the critical information they need to make smarter, more informed decisions.
Introducing OnPoint PCR, a smart assurance solution developed to help firms maximize efficiency and stay compliant within all their PCR engagements.
Note: OnPoint PCR is QCM Certified.
An Intelligent Approach to Preparation, Compilation and Review (PCR)
OnPoint PCR is a collaborative, cloud-based engagement management solution that features an integrated and cohesive toolset intelligently built for guided PCR engagements without compromising the security of data for overall quality control.
Guided Engagement Methodology with standardized, up-to-date templates
Automated drafting of letters, financial statements, notes disclosures and reports.
Intelligent checklists customized to each client’s circumstances.
Real-time collaboration from any location.
Dynamic scaling based on the size and complexity of the service rendered.
Built-in analytics and alerts to ensure you don’t miss anything.
What's in it for You?
Comply With Confidence
Helps ensure your firm is providing accurate information and documentation to comply with professional standards.
Simplify Your Workflow With A Clean, Simple Setup
Instead of paring down extensive checklists, start with an easy client acceptance document that tailors the engagement as you provide the details.
Save Time With Automated Report And Letter Drafting
As you complete work in an engagement, the logic built into OnPoint PCR will update the language on letters and reports to produce deliverables that are aligned with quality standards and the profession.
Gain Efficiency With A Single, Consistent Interface
The solution centralizes the many components of preparation, compilation and review work through a single platform, including: engagement management, linked methodology, PBC document management, built-in e-signature support, and trial balance tools.
Safeguard Information With A Secure, Robust Platform
Leveraging Caseware Cloud, you have an ecosystem designed for accounting and assurance services and built to meet security standards in a digital world.