Get started with OnPoint Audit - Staff

Content in this topic requires OnPoint Audit.

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. Start the engagement

  2. Complete the engagement setup procedures

  3. Perform the acceptance and continuance

  4. Review and send the engagement letter

  5. Perform risk assessment

  6. Import the client's data

  7. Complete the materiality form

  8. Perform fieldwork

  9. Wrap up the engagement

  10. Archive and lock down the engagement