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 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 managers Audit partners