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OnPoint Audit SLG

What is OnPoint Audit SLG?

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

  • Get started - Contact

Planning

  • Start the engagement

  • Perform the acceptance and continuance

  • Complete the engagement setup procedures

  • Review and send the engagement letter

  • Edit the OnPoint Audit SLG engagement letter

  • Send initial client queries

  • Import the client's data

  • New SLG forms

Risk Assessment

  • Perform risk assessment

  • Perform assessment of the controls environment

  • Add a control

  • Controls report

  • Define materiality

  • Financial statement areas worksheet

  • Audit strategy

  • Communication with Those Charged with Governance (TCWG)

  • General audit procedures

Fieldwork

  • Perform fieldwork

  • Accounting estimates

Conclusion

  • Completion

  • Archive and lock down the engagement

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Dans cet article
Consulté(s) récemment
  • Get started – Staff
  • Get started - Firm Administrator
  • Get Started
  • Caseware Academy - North America | Getting Started with Extractly
  • Importer les entités dans le cloud
  • 2025 Tax code updates
  • Insert data using MS Excel formula bar with Cloud Connector
  • Get started with Cloud Connector
  • Caseware SQM
  • New in Caseware Audit
  • New in Caseware Cloud Engagements
  • New in Caseware Cloud
  • Define materiality
  • Get started with central planning
  • Get technical support
  • Manage extractions
  • Automated extraction
  • Extract a table
  • New in Caseware Extractly
  • What's New
  • Add table of contents in financial statements
  • Add content areas in the financial statements
  • Add a financial statement area
  • Add cell references in dynamic tables
  • Add areas
  • Link an account or a group to a note in the financial statements
  • Hide sublevel headings for notes
  • Insert entity and dimension IDs into Excel
  • Collaborate with clients
  • English (US)
  • English (US)
  • Transition guide—OnPoint Audit 2025 template
  • Group audit
  • What is CasewareCloud Time?
  • Staff
  • Integrate single sign-on
  • Get started - firm authors
  • Home
  • New in Caseware Cloud
  • Cloud 36.0
  • Excel or CSV
  • Import the client's data
  • Accounts receivable - invoices
  • Import and manage data
  • Supported third-party desktop accounting software
  • Import data from online accounting software
  • Import data from Xero
  • Get started with Caseware AiDA
  • What is Caseware AiDA?
  • Planning
  • Index
  • English (US)
  • Create a query document
  • Send the query to contacts
  • What is Caseware Cloud Connector?
  • Send the query to clients
  • Review the query
  • What is PEG ReviewComp?
  • Cloud Engagements 2026-01
  • English (Canada)
  • Deutsch
  • What is PEG ReviewComp?
  • Get started - Staff
  • Staff and Contacts
  • Creating tags
  • Tag Management
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