Legal Practitioner Trust Accounts - Auditing on CaseWare Cloud - Execution

In-house course

1 Day
Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, SAIT, SAIPA , ACCA, IACSA & IRBA).
TRISTAN DAVID-CREWE WHITE   tristan@probetatraining.co.za

Attorney / legal practitioner trust account audit engagements can be carried out on CaseWare’s Cloud platform, which allows you to document your audit working papers on a cloud-based methodology.

We break down the engagement per phase, and this session looks at the execution / fieldwork phase of the audit, including what Rules of the trust account need to be tested in what document, and a simplified explanation of the Rules and how to approach them for audit.


  • Simplify the Rules that affect the trust account
  • Identify what procedures address what Rules, and which documents contain the appropriate procedures
  • Identify what documents within the template pertain to execution phase and how to complete them
  • Will discuss approaches to testing the Rules and matter files

  • 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


None

Strong / stable internet connection