Scalable, simplified management of employee benefit plan audits

OnPoint EBP

OnPoint EBP

Streamline the process from plan audit design through to report and disclosure creation

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.

Key features include:

  • Guided AICPA methodology
  • Standardized testing templates
  • Diagnostics

OnPoint EBP is Coming Soon. Sign up to receive updates and be one of the first to look at the solution:


Power your transformation

OnPoint A&A Suite

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. 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, please contact our team at or by calling 1.855.855.5CPA.

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