Available Course

CaseWare Cloud #4 – Practical Attorneys Trust Account Audit Simulation

>> Click here to book this training as an In-House course <<

Duration: 1 Day
CPD Hours: Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Course Facilitator: Tristan White
T:  011-886-1395
E:  nerissa@probetatraining.co.za

This is a practical session, where we give you access to the Attorneys Trust Account audit template, called “ISAE Attestation” on CaseWare Cloud, so you can get a feel for it, yourself. In this session we will • Get hands on, exploring the ISAE template • Learn how to upload documents, e.g. Excel working papers • Practice how to request documents from client contacts, e.g. signed engagement letters, or make inquiries of clients • Briefly discuss an attorney client case study • Explore documentation in the ISAE engagement file from planning to execution, through to finalisation, and link it to relevant Rule requirements

CaseWare Cloud Session #4 is for those looking for hands-on, practical time with the Attorneys Trust Account audit template called ISAE Attestation. If you are seeking • To understand the audit process of an Attorneys’ Trust Account or • Want an opportunity to explore the CaseWare Cloud Attorneys’ template or practically preview it for yourself or • Have no previous experience with it or • Find that you struggle with technology, = then this session is for you! We will work through the following: - How to create a new trust audit engagement file - How to add staff members to the engagement - Exploring the documentation in each phase of the audit, planning, execution, and finalisation - Understanding how to upload documents, e.g. signed engagement letter - Looking at how to collaborate with clients, to request documents or query information

Auditors First year SAICA Trainees Second year SAICA trainees Third year SAICA trainees Fourth year SAICA trainees Fifth year SAICA trainees Audit mangers Audit partners


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