Engagement status and tracking transparency for team members and clients
Predefined and customizable engagement templates to ensure a consistent approach
Robust security and reliability that leverages a holistic approach toward protecting your firm
Modernize your services
Gain efficiency through automated data acquisition, transaction testing of general and sub-ledger activity, and standardized, out-of-the-box engagement templates.
We’re evolving our firm.
"While some firms are just trying to ride it out, we’re trying to be progressive and forward-thinking in a way that helps ensure that the next generation wants to do this work for clients. OnPoint PCR is playing a big role in helping us make this transition into the future.
The CPA Group
"I have been using super-long checklists for years, and it is a lot of work to pare down those guides into what’s relevant for my practice. That’s why the minute I saw the OnPoint PCR solution, I knew it would be a game-changer for me.
Jennifer J. Mansfield
Less effort to get the work done
"The first thing that caught my eye with OnPoint PCR is how you can fill out the engagement acceptance form, and it completes your engagement letter and representation letter for you automatically. It takes the extra step out of manually reconciling the checklists and the letters. You really put in less effort to get the work done.
CPA, Quality Control Director of Varney & Associates