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The OnPoint Engagement Suite

From planning to data analytics and reporting, discover the power of a true end-to-end engagement solution built on a single platform. Integrating all aspects of your engagements into a cohesive suite offers more value across your entire workflow.

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A Partnership Built on Innovation

Developed in collaboration with CPA.com and the AICPA, the OnPoint Suite offers unique tools that enable teams to work smarter, drive efficiency for their firms and deliver more value to their clients.

This comprehensive portfolio allows firms to employ one consistent user interface across all engagements. Achieve greater efficiency with enhanced collaboration, improve workflow management with linked methodologies and boost productivity with real-time task status.

Reimagining the Engagement

With the capabilities of the Caseware Platform, we reimagined every step of the engagement process. The OnPoint Suite offers better data security, efficiency, quality, client value and staff experience.

Planning

Improve audit quality by offering deep insight into clients' business environments using detailed entity checklists and tailored industry content. Streamlined data ingestion and flexible import options simplify financial data consolidation, while an advanced materiality tool enhances precision by identifying anomalies and supporting comprehensive risk assessments.

Controls, risk and testing

The Risk Indicators and Library features comprehensive pre-defined risks and standard procedures to ensure targeted risk assessments.

Data analytics

Visual analysis charts linked to engagement data facilitate effective analytical procedures for addressing audit issues, automate key calculations and provide compelling dashboards to inform auditors. The system also automates complex sampling tasks, ensuring audit data is effectively reused and stratified, enhancing accuracy and saving time.

Review and reporting

Save time with guidance based on pre-defined logic and easily create and review financial statements.

What Makes Up the OnPoint Suite?

  • All products
  • Cloud
  • On-Premise

OnPoint DAS

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A transformative audit solution built on AICPA methodology, featuring advanced logic with seamless linkage between risks, controls and procedures.

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OnPoint Audit

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A solution that supports the performance of efficient, quality audits. Traditional methodology utilizes a risk-based approach to assess risk and plan procedures at the assertion level.

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OnPoint PCR

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Ensures consistency of procedures and adherence to professional standards, reducing the likelihood of overworking PCR engagements.

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OnPoint EBP

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Supports the audit of employee benefit plans through a guided methodology, comprehensive standardized testing and built-in diagnostics.

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Five Essential Considerations for a Future-Proof Audit Solution

Recognizing that not all solutions are created equal will set you apart from the rest. Learn how the right tech partner will deliver reliable service, innovative technology and deep industry expertise.
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OnPoint customer stories

  • Baker Tilly 

    Baker Tilly 

    Find out how Baker Tilly streamlined its Employee Benefit Plan audits by switching to the OnPoint EBP solution.

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  • Citrin Cooperman 

    See how Citrin Cooperman is using OnPoint DAS, with its intuitive, guided methodology, to attract and retain top accounting talent.

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  • GRF CPAs & Advisors 

    Hear why GRF CPAs & Advisors is adopting the OnPoint Suite of products to deliver efficient, high-quality audits.

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Discover Caseware's advanced capabilities to power professionals

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