Legal Practitioner Trust Accounts – Auditing on CaseWare Cloud ~

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

Legal practitioner trust account audit engagements can be conducted using CaseWare Cloud’s template, called ISAE Attestation, which is tailor made for these engagements.

This intuitive platform guides you through the procedures and documentation that will be necessary when navigating through the entire audit process from pre-engagement to finalisation.

We will navigate through the four phases of the engagement as set out in CaseWare Cloud’s ISAE Attestation template for legal practitioner trust account assurance engagements:

  • Accepting (Pre-engagement)
  • Planning
  • Performing (Execution)
  • Reporting (Finalisation)

We will look at each document contained in each phase, describing its purpose, the key content contained within and demonstrate how to complete it.

As part of the performing (execution phase) discussion, we will discuss and simplify each Act section and Rule requirement from the Legal Practice Act and Rules, as is relevant to the trust accounts, and briefly look at the required procedures included in the template to address each Rule that is to be audited for compliance.

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