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

OnPoint EBP gives firms an end-to-end engagement management solution for completing employee benefit plan audits under current standards and ERISA section 103 (a)(3)(C). OnPoint EBP will leverage the same CaseWare Cloud platform advantages available today in OnPoint PCR, including integrated PBC document/information management, built in AICPA methodology, logic-based drafting of deliverables, and more.

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.