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 finalisation
• 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