Product

OnPoint PCR

Make the move to smart Preparation, Compilation and Review software to drive maximum efficiency

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An intelligent approach to PCR

Increasing efficiency is critical for accountants who want to work smarter, streamline their workflows and avoid burnout from performing repetitive tasks for clients’ PCR engagements. The time has come for an intelligent, automated PCR solution that provides the critical information needed to make smarter, more informed decisions.

OnPoint PCR software is an advanced assurance solution that helps firms maximize efficiency and remain compliant across PCR engagements.

Features

Purpose-built for prep, comp & review engagements

Set up engagements with confidence using smart workflows tailored by engagement type – prep, comp or review. Built-in AICPA guidance means the right steps appear at the right time, keeping your work efficient and streamlined.

Intelligent content and built-in client collaboration

Streamline fieldwork with dynamic checklists that update automatically as your file progresses. Integrated ratio calculations linked to the TB support analytical reviews, while built-in PBC tools make it easy to request and manage client info.

Auto-generated financial statements

Draft financial statements and note disclosures populate as soon as data is imported, tailored to engagement type. Built-in validations, version control and a full disclosure library help speed up reporting without sacrificing accuracy.

Benefits

Comply with confidence

Comply with confidence

Guarantee your firm is providing accurate information and documentation to comply with professional standards.
Simplify your workflow

Simplify your workflow

Eliminate the time-consuming hassle of editing lengthy checklists by beginning with a simple client acceptance document that personalizes the engagement as you provide the details.
Save time

Save time

Produce deliverables in line with professional-quality standards. OnPoint PCR’s built-in logic updates the language on letters and reports as you complete work in an engagement. 
Boost efficiency

Boost efficiency

OnPoint PCR concentrates the many components of PCR work into a centralized platform, including engagement management, linked methodology, PBC document management and trial balance tools. 
Safeguard information

Safeguard information

Leveraging Caseware Cloud, you gain access to an ecosystem built for accounting and assurance services. Built-in analytics run diagnostics within your engagements and alert you to potential issues. 

Supporting tools

Get the most out of your OnPoint PCR experience

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

  • 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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    A powerful software utility that lets users seamlessly transfer data from the Working Papers application to a Cloud PCR engagement.

Take a modern approach to Preparation, Compilation and Review