Drive Efficient, High Quality Employee Benefit Plan Audits
Achieve high quality results with less effort

OnPoint EBP offers an end-to-end solution for performing employee benefit plan audits pursuant to ERISA Section 103(a)(3)(C). Part of the OnPoint A&A Suite, powered by CaseWare Cloud, this comprehensive solution streamlines the process, from planning to delivery of the auditor’s report by providing dynamic engagement tools, links to itative guidance, and practical implementation guidance within one product.

OnPoint EBP Features

Collaborate in real-time

Ensure your team and clients stay connected from anywhere with effective, real-time collaboration in the cloud.

Gain efficiency

Enter common data a single time to populate multiple areas in the engagement file, and be alerted to non-standard responses.

Save time

Leverage standardized testing templates to expedite testing for every engagement.

Heighten visibility to data

Gain a better understanding of year-over-year financial information with preliminary and final analytics.

Improve client communications

Personalize and centralize client communications and requests through an integrated cloud approach.