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Collaborate Securely and Effectively On PBC Documents and Requests with OnPoint Collaborate

Is receiving information from clients in a timely manner a top challenge in your audit process? Many firms struggle with collecting client documents, as traditional methods often lack visibility to the status of everything requested, resulting in a suboptimal client experience.

OnPoint Collaborate leverages the cloud to facilitate effective collaboration with clients through an up-to-the-minute, transparent view into everything needed from clients.

Watch this product tour as we walk you through the process of creating initial templates, to driving completion of engagements through status tracking. We highlight key features, including:

  • Collaboration templates to standardize how your firm and clients work together
  • Intelligent requests that are tailored to a client’s situation based on their response to questions
  • Status tracking to better understand what has been completed and what is still outstanding