CPA Practice Advisor

AUG 2018

Today's Technology for Tomorrow's Firm.

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Page 22 of 43

AUGUST 2018 ■ 23 ADVERTORIAL CPA Practice Advisor TAX & ACCOUNTING TECHNOLOGY INNOVATION AWARD 2018 WINNER OnPoint PCR is AICPA methodology and guidance programmed into CaseWare’s Cloud SE platform, providing a self-contained preparation, compilation, and review engagement solution. For firms, it facilitates adherence to standards and improves collaboration with clients and colleagues, enhancing overall engagement quality. OnPoint PCR’s key features include: • Guided engagements – The interactive process eliminates non-pertinent steps and allows firms to focus on consistency, quality, and client needs—from proper documentation (customized engagement letters and reports, defined quality control processes) to building out procedures that are tailored to each engagement. • Integrated data – Simplifies data management and the import of client data, and reduces redundant data entry. • CaseWare cloud platform – Real-time updates to data and built-in collaboration tools that eliminate the need for external programs, such as less-secure email. Learn more about OnPoint PCR at

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