A smarter way to do preparation, compilation, and review engagements

OnPoint PCR

OnPoint PCR

OnPoint PCR Product Overview

A modern approach to preparation, compilation and review engagements


Transform Your PCR Practice in 30 Days

Survey Infographic

Top A&A engagement challenges and how to address them


Achieve high quality results with less effort

When working on preparation, compilation, and review (PCR) engagements, how much of your time is spent doing repetitive tasks, managing the details around planning the engagement, ensuring you're completing the right checklists or the right procedures within checklists, or tracking communications and following up on requests to clients?

OnPoint PCR combines AICPA methodology and guidance with CaseWare's dynamic cloud platform, to optimize preparation, compilation, and review engagements.

  1. Each engagement begins with a set of basic questions, from which the tool builds out a streamlined set of applicable procedures.
  2. As you work, unnecessary steps and workpapers are filtered out automatically, keeping you focused on only what is applicable.
  3. Letters and reports are dynamically updated as you step through this process.
  4. The end result: An optimized engagement for each client.

The OnPoint PCR Story


Key Benefits

Designed to eliminate manual processes and unnecessary steps, OnPoint PCR provides numerous benefits to optimize engagements, including:

Comply with Confidence:
Helps ensure that your firm is providing accurate information and documentation in order to comply with professional standards.
Simplify Your Workflow with a Clean, Simple Setup:
Instead of having to pare down extensive checklists, start with an easy client acceptance document that will tailor the engagement as you provide the details.
Gain Efficiency with a Single, Consistent Interface:
Centralizes the many components of preparation, compilation and review work through a single platform, including: Engagement management, Engagement methodology, AICPA guidance, PBC document management, Trial balance tools as well as creation of reports and letters.
Save Time with Automated Report and Letter Drafting:
As work is completed in an engagement, the logic built into OnPoint PCR updates the language on letters and reports to help align deliverables with quality standards.


OnPoint PCR


Up to 5 Users

Pricing starts at


per user, per year
billed annually

Discounts are available for firms with more than 5 users

*CaseWare Cloud license is required for each user

See the key features of OnPoint PCR in action

Set up your account on CaseWare Cloud to get started.

Learn about discounts available for firms with more than 5 users


Increase your proficiency to maximize your value

CPA.com offers a robust set of training offerings to increase your firm’s efficiency and effectiveness with OnPoint PCR.

Building a future ready firm

The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena – enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.

Questions? We're here to help