Get started with OnPoint Audit - Staff

Before you get started with OnPoint Audit, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

1. Comenzar el encargo

2. Complete the engagement setup procedures

3. Realizar la aceptación y el mantenimiento

4. Review and send the engagement letter

5. Realizar evaluación de riesgos

6. Import the client's data

7. Complete the materiality form

8. Perform fieldwork

9. Conclusiones del encargo

10. Archive and lock down the engagement