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 will break down the engagement per phase, and the third session looks at the finalisation / completion phase of the audit, including what completion-phase procedures are required and what documents / reports are needed on file.

• Provide a breakdown of what the ISAE 3000 assurance standard and IRBA Guide require for the planning phase of trust account audits • Explain what procedures are required to complete the engagement • Identify what documents within the template pertain to finalisation • Unpack relevant documents, explaining their purpose, how to complete and who needs to complete • Will briefly consider the Legal Practitioners Annual Statement

☒Auditors ☒Fourth year SAICA trainees ☒Fifth year SAICA trainees ☒Audit managers ☒Audit partners