Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Tristan White
011-886-1395
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 Attorney’ 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 finalization
- Understanding how to upload documents, e.g. signed engagement letter
- Looking at how to collaborate with clients, 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
