What's new - Caseware Sherlock 7.1

Find out what's new in Caseware Sherlock 7.1.

OnPoint EBP integration

Sherlock now captures response data from various OnPoint EBP procedures in the following documents:

  • 1000 Engagement – Acceptance/Continuance

  • 1205 Plan Profile

  • 1205.ME Plan Profile (Multiemployer)

  • 2000 Service Organization Scoping

  • 4010 Engagement Completion Document

For a full list of supported procedures in each of these documents, see OnPoint EBP procedure integration.

OnPoint PCR integration

Sherlock now captures response data from various OnPoint PCR procedures in the following documents:

  • 1-100 Engagement Setup Procedures

  • 2-200 Understanding the entity

  • 4-200 Financial Statements set up

  • 5-225 Review - Reporting checklist

For a full list of supported procedures in each of these documents, see OnPoint PCR procedure integration.