Evolving Your Preparation, Compilation and Review Services
The landscape of the profession around preparation, compilation and review offers a significant opportunity for firms to improve the efficiency, quality and value of these services. Join us as we examine why firms are in a prime spot to evolve these services, the risks of not evolving, and how OnPoint PCR offers the technology to support this evolution.
During the webinar, we’ll provide a brief overview of key funcitonality that can help simplify your workflow, including:
- Guided Engagements: The smart, interactive process eliminates unnecessary steps and facilitates compliance with professional standards
- Integrated Data: Simplifies data management, makes client data import easy and reduces redundant data entry
- Innovative Cloud Platform: Real-time updates to data and built-in collaboration tools that eliminate the need for external programs like less-secure email
Interested in a closer look at OnPoint PCR's features and how it can solve all your Prep, Comp, and Review workflow challenges?
Sign up here and select a time for a guided product demonstration.