Caseware International

The Smarter Way to Conduct Your EBP Audits

Add efficiency, accuracy and security to your employee benefit plan audits with OnPoint EBP

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OnPoint EBP is Your One-stop, Fully Integrated Solution for Efficient EBP Audits

Delivering efficient, high-quality employee benefit plan audits can be a daunting responsibility, even for the most experienced auditor.

Old-school tools, from clunky on-premise software to manual spreadsheets, are no longer an option. Their inefficient processes make for difficult planning, data gathering, documentation and overall workflow management. Due to their rising complexity,  EBP audits are becoming increasingly difficult to carry out. Today’s auditors need an intelligent audit tool with an efficient EBP audit process.

Introducing OnPoint EBP, a smart audit solution developed to help firms expedite their risk assessment and provide the right guidance for more focused, high-quality audits of:

      - 401(k) or profit sharing plans
      - 403(b) plans
      - Defined benefit plans
      - Health and welfare plans
OnPoint EBP One Stop Integrated Solution Efficient EBP Audits
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Discover the Benefits of OnPoint EBP 

OnPoint EBP Benefit Comply with Confidence

Perform EBP audits with confidence

Get started in a click with our built-in AICPA methodology and guidance for performing a variety of employee benefit plan audits.

OnPoint EBP Benefit Easier Audit Preparation

Audit preparation just got easier

Be audit-ready in no time with OnPoint EBP’s smart workflow with intelligent file-build and tailored checklists.

OnPoint EBP Benefit Elevate the Audit Experience

Elevate the audit experience

With built-in PBC queries and staff collaboration features, keep your team and stakeholders connected anywhere, anytime.

OnPoint EBP Benefit Remove Risk of Over-Auditing and Under-Auditing

Remove the risk of over-auditing or under-auditing

OnPoint EBP’s smart indicators help auditors focus on the right risks and leave yesterday’s manual sampling process behind.

OnPoint EBP Benefit Gain Audit Efficiency

Gain audit efficiency 

Generate financial statements and notes disclosures automatically, incorporating all proposed adjustments that arise during the audit process.

“Since making the switch to OnPoint, I’d estimate we’ve reduced the time spent on reporting by between 15 and 20 percent.”  

Read Success Story
OnPoint EBP James Moyna JMM CPA

James Moyna
Founder, JMM CPA

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Get an up-close look at how the unique approach of OnPoint EBP will help your firm drive a more efficient, high-quality employee benefit plan audit process.

Complete the form and a Caseware representative will be in touch shortly. 

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Insights

Revolutionizing EBP Audits OnPoint EBP Blog

Revolutionizing EBP Audits

Learn how intelligent, cloud-based EBP audit solutions like Caseware's OnPoint EBP are changing the game for audit firms.

Read more
Improve Your Audit Quality With Cloud-Based Solutions OnPoint EBP Blog

Improve Your Audit Quality With Cloud-Based Solutions

Discover how you can build a more efficient practice with an intelligent, cloud-based solution like Caseware’s OnPoint EBP.

Read more
How One Firm Increased EBP Audit Efficiency by 15-20 Percent OnPoint EBP Success Story

How One Firm Increased EBP Audit Efficiency by 15-20 Percent 

Learn how OnPoint EBP helped this CPA firm deliver efficient, high-quality employee benefit plan audits.

Read more

In Partnership with:

OnPoint EBP Developed in partnership AICPA CPA.com Caseware

In 2017, the AICPA — the world’s largest member association representing the CPA profession — along with its technology arm CPA.com, joined forces with Caseware to create audit and assurance solutions that are technologically-advanced, dynamic, intelligent and highly efficient. Caseware has been a global technology leader since 1988, providing audit and assurance, tax and financial reporting solutions for accounting practices across the globe. We are proud to be associated with the AICPA and CPA.com as our technology partners. 

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