Comprehensive virtual or in-person training programs

The 4-hour OnPoint PCR Essentials Course is a virtual multi-firm training designed to assist learners in using the software for an effective and efficient preparation, compilation, and review workflow. The course will also provide self-study examples for hands-on practice in the software to reinforce the learning objectives.

The 2-hour Caseware PBC Essentials Course is a virtual training session designed to assist learners in using the software for an effective and efficient workflow for collaboration around PBC documents and requests. The course also provides self-study exercises to reinforce the learning objectives through hands-on practice.

The OnPoint EBP Essentials course is a four-hour virtual training course designed to assist learners in using the software for an effective and efficient audit workflow in alignment with the OnPoint EBP methodology. OnPoint EBP can be used for the following benefit plan types: 401(k), 403(b), Defined Benefit, and Health and Welfare. OnPoint EBP continues to address engagements when management elects to have an audit performed pursuant to ERISA Section 103(a)(3)(C), as well as engagements not performed pursuant to ERISA Section 103(a)(3)(C), for all in-scope plan types. The training course will focus on 401(k) plans but will also address the major differences with the other plan types. After the course, you will receive self-study exercises for hands-on practice in the software and to reinforce the learning objectives.

The CaseWare Cloud for Administrators course is a virtual multi-firm training designed to assist you in setting up, administering, and maintaining the CaseWare Cloud platform for your firm.

The 4-hour OnPoint PCR Essentials Course is a virtual multi-firm training designed to assist learners in using the software for an effective and efficient preparation, compilation, and review workflow. The course will also provide self-study examples for hands-on practice in the software to reinforce the learning objectives.

The 2-hour Caseware PBC Essentials Course is a virtual training session designed to assist learners in using the software for an effective and efficient workflow for collaboration around PBC documents and requests. The course also provides self-study exercises to reinforce the learning objectives through hands-on practice.

The OnPoint EBP Essentials course is a four-hour virtual training course designed to assist learners in using the software for an effective and efficient audit workflow in alignment with the OnPoint EBP methodology. OnPoint EBP can be used for the following benefit plan types: 401(k), 403(b), Defined Benefit, and Health and Welfare. OnPoint EBP continues to address engagements when management elects to have an audit performed pursuant to ERISA Section 103(a)(3)(C), as well as engagements not performed pursuant to ERISA Section 103(a)(3)(C), for all in-scope plan types. The training course will focus on 401(k) plans but will also address the major differences with the other plan types. After the course, you will receive self-study exercises for hands-on practice in the software and to reinforce the learning objectives.

The CaseWare Cloud for Administrators course is a virtual multi-firm training designed to assist you in setting up, administering, and maintaining the CaseWare Cloud platform for your firm.

The 4-hour OnPoint PCR Essentials Course is a virtual multi-firm training designed to assist learners in using the software for an effective and efficient preparation, compilation, and review workflow. The course will also provide self-study examples for hands-on practice in the software to reinforce the learning objectives.

The 2-hour Caseware PBC Essentials Course is a virtual training session designed to assist learners in using the software for an effective and efficient workflow for collaboration around PBC documents and requests. The course also provides self-study exercises to reinforce the learning objectives through hands-on practice.