Revolutionizing Engagement Processes with OnPoint PCR
OnPoint PCR offers a smarter approach for preparing, compiling, and reviewing engagements, addressing challenges faced in adhering to professional standards and ensuring quality. By automating report drafting, providing guided methodologies, and centralizing document processes, firms find value in minimizing errors, reducing redundancy, and updating language automatically based on workpapers. Feedback highlights the methodology's guard rails for new staff, streamlined communications with clients, and improved efficiency in engagement workflows.
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Presentation Transcript
OnPoint PCR A Smarter Way to do Prep, Comp and Review Engagements
Challenges to the Profession Standards & Quality Adherence to Professional Standards Proper Documentation: Engagement / Rep Letters Challenges of on-premise software Geared toward auditing specifically Replicating paper processes Technology Efficiency & Value Over-working rather than optimizing engagements Not enough time providing client-specific insights
Addressing Challenges Automated Report / Letter Drafting Guided Methodology Trial Balance and Leadsheets
Where are firms finding value in OnPoint PCR? Feedback from existing OnPoint PCR customers has confirmed these three key value points: Firms appreciate the guard rails built into the methodology to keep newer, less experienced staff from making egregious errors. Firms like how the centralized PBC document process removes a lot of the redundancy and ambiguity in firm-client communications. Firms express real satisfaction with how language updates on letters and reports automatically, based upon how they complete workpapers.
