What's new - OnPoint Collaborate Winter 2021 Release (v2.45.0)

Here is what’s new in OnPoint Collaborate Winter 2021 release.

Documents page layout

The Documents page has been designed for a more efficient workflow, including left pane navigation and progress indicators by phase. Hovering over a phase displays progress details.

Samenwerken met klanten (Vragenlijsten)

Complete document and information requests within the app with its efficient and secure communication process. What’s more, queries have also been added for audit, preparation, compilation and review engagements.

Once client responses are accepted, documents and client responses are carried through into the relevant sections in the engagement files.

See Staff-Client collaboration workflow for more information.

Eenvoudige digitale handtekening

Simple electronic signature is enabled in OnPoint Collaborate to allow for electronic signing of documents within the engagements. You can also view and download a signature log as a PDF document.

To learn more, see Review contact responses and Attach documents to an engagement file.