Enhancing Audit Efficiency with OnPoint PCR
Discover the key factors, guided engagements, and values found in AICPA, CPA.com, and CaseWare OnPoint PCR for efficient audit processes, documentation, and client communication. Explore resources and testimonials for this innovative solution.
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Presentation Transcript
Factors Leading to OnPoint PCR Standards & Quality Adherence to Professional Standards Proper Documentation: Engagement / Rep Letters Challenges of on-premise software Firms locked into one-size-fits-all approach Replicating paper processes Technology Efficiency & Value Over-working rather than optimizing engagements Not enough time providing client-specific insights
Guided Engagements Intelligent Checklists Interactive Methodology Disclosure Checklist Optimization A smarter way to do PCR engagements Integrated Toolkit Trial Balance Leadsheets Financial Statements Client Portal Workflow A collaborative effort among: Cloud Platform Real-time collaboration Bank level security Reduces IT Burden
AICPA, CPA.com and CaseWare OnPoint PCR 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.
Resources OnPoint PCR Video Story: Link Product Overview Document: Link Cloud Platform Document: Link Pricing: Link
