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- Financial statement areas worksheet
- Define materiality
- Perform risk assessment
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- Send initial client queries
- Edit the OnPoint Audit SLG engagement letter
- Review and send the engagement letter
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- What is Caseware DocuFlex OAG?
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- https://portal.cpa.com/aa/onpoint-pcr
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- Import the client's data from a CSV or Excel file
- Import and manage data
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- Assign system-wide security roles
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- Review the prior year's engagement
- Create placeholders in the engagement file
- Create an engagement file for the next period (roll forward)
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