Caseware Cloud has a solution to carrying out an engagement on the trust accounts of a property practitioner. There are two parts to a property practitioner trust account engagement: - A compliance audit on the trust account in terms of compliance with the Property Practitioners Act, and - An agreed-upon procedures (AUP) engagement on certain aspects of the trust accounts and trust accounting practices of a property practitioner
A demonstration will be performed of the software templates that are to be used within Caseware Cloud when conducting a property practitioner trust account engagement. This demonstration will navigate you through the following phases of the engagement, briefly discussing all documents contained within: - Pre-engagement (accepting phase) - Planning - Execution (performing phase) - Finalisation (reporting phase) NOTE: both the ISAE template (covering the trust accounts compliance audit) and ISRS template (covering the agreed-upon procedures engagement on the trust accounts) will be demonstrated and discussed, respectively.
