CaseWare logo
(International)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español
CaseWare Cloud logo
(International)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español

OnPoint Audit

What is OnPoint Audit?

What's New

  • New in OnPoint Audit

  • Release updates

  • Known issues

Release History

  • OnPoint Audit August 2024

  • OnPoint Audit Annual Tax Export and Content Updates 2023

  • OnPoint Audit Not-for-profit 2023

  • OnPoint Audit Spring 2023

  • OnPoint Audit Winter 2022

  • OnPoint Audit Fall 2022

  • OnPoint Audit Summer 2022

  • OnPoint Audit Spring 2022

  • OnPoint Audit Winter 2021

  • OnPoint Audit 21.1.0

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

  • Get started - Contact

  • Transition Guide - OnPoint Audit 2025 template

Planning

  • Start the engagement

  • Perform the acceptance and continuance

  • Complete the engagement setup procedures

  • Review and send the engagement letter

  • Edit the OnPoint Audit engagement letter

  • Send initial client queries

  • Import client's data

  • Implement fund reporting

  • Complete the Allocation overview worksheet

Risk Assessment

  • Perform risk assessment

  • Perform assessment of the controls environment

  • Add a control

  • Controls report

  • Determine materiality

  • Financial statement areas worksheet

  • Audit strategy

  • Communication with Those Charged with Governance (TCWG)

  • General audit procedures

Fieldwork

  • Perform fieldwork

  • Accounting estimates

Conclusion

  • Completion

  • Tax export codes

  • Perform a tax export

  • Archive and lock down the engagement

Was this helpful?

Yes
No
In this article
Recently viewed
  • Roles and Permissions
  • Users and Groups
  • New in Caseware DocuFlex Enterprise
  • Lockdown history as a PDF
  • Lock down the engagement
  • lockdown settings
  • Financial statement areas worksheet
  • Assign accounts to groups in the Data page (new design)
  • What is Caseware Hybrid Cloud?
  • Get started with Cloud API
  • English (International)
  • English (US)
  • English (US)
  • Add a note from library to the financial statements
  • Import the client's data
  • New in Caseware Audit
  • New in Caseware Cloud Engagements
  • New in Caseware Cloud
  • Define materiality
  • Get started with central planning
  • What's New
  • What is Caseware DocuFlex?
  • Index
  • What is Caseware DocuFlex?
  • What is Caseware Audit International?
  • Download Working Papers files
  • Download files
  • Work with Review Tools
  • Engagement level permissions for more granular control
  • Download Working Papers files
  • Data recovery limitations
  • English (US)
This content is exclusively related to Onpointaudit and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.

Don't have a cloud yet? Click to learn more

Cookie Notice

Our sites use cookies to improve your online experience. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. You can change your cookie preferences at any time from your browser settings. For information on our privacy practices, see our Privacy Policy.

I understand
CaseWare logo
About Who we are Where you fit Certifications
Legal Caseware Cloud Privacy Policy Terms of Use Cloud Services Agreement Cloud Service Level Agreement
Resources Support Training Distributors MyCaseware
Contact
Caseware International Inc.
351 King St E, Suite 1100,
Toronto, ON M5A 2W4, Canada
Tel: 416-867-9504 Fax: 416-867-1906

Copyright © 2026 CaseWare International