Webinar

Navigating your way to smarter preparation, compilation, and review engagements with OnPoint PCR

Does your firm find itself doing extra work in completing preparation, compilation, and review engagements? Do you struggle with receiving information from clients in a timely manner? Traditional methods often lead to extra, unnecessary tasks, and spending too much time paring down checklists to arrive at the appropriate level of work for each type of engagement.

OnPoint PCR uniquely solves those challenges and simplifies your workflow with interactive checklists, linked financials that update automatically, and built-in tools such as data visualization and real-time collaboration that facilitates improved client communications.

Join us for a guided product demonstration where we walk you from initial client acceptance and engagement setup to end processing of reports. During the product tour, we will highlight key features, including:

  • Client Acceptance and Engagement File Build
  • Automated Drafting of Engagement Letter
  • Client Collaboration
  • Trial Balance
  • Financial Statements and Disclosure Checklist

Upcoming webinars: