Optimize Your Engagement Processes
It can be easy to get off track when conducting compilation and review engagements. Staying on track, while focusing on areas of risk, is critical to ensure your work is highly effective and time efficient.
Improve efficiency from the get-go by streamlining your engagements. Leverage CaseWare's built-in Optimizer to develop a review process that has been tailored specifically to the needs of the engagement you are working on.
Improve Client Value With the Flexible Trial Balance
Use automatic documents to generate reports, ratios, and leadsheets from your client's trial balance. This gives you access to better insights which you can use to provide your clients with more valuable information for their strategic decision making.
The trial balance can be manually constructed or imported from a large number of accounting systems.
Review Documents With Ease
Reviewing and annotating documents can be a difficult task, particularly when the review process is manual.
Work through documents and review files efficiently, using our broad range of annotation tools to identify issues within a file.
OnPoint PCR is a smart, cloud-based preparation, compilation, and review engagement solution for small- and mid-sized firms, featuring interactive, intelligent checklists powered by AICPA technical guidance, linked financials that automatically update as you work, and built-in tools such as visual analytics and real-time collaboration that simplify your engagements.
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