ISAE Attestation

Streamlined Attorney Trust and Estate Agent Trust Account assurance engagements.

ISAE Attestation allows auditors to gather appropriate evidence for the compliance reporting requirements of the Legal Practice Council (Attorney) and the Estate Agency Affairs Board

A streamlined workflow guides users through the entire engagement process – including all applicable documentation like the engagement letter, risk assessments, work programs, letter of representation and reports required for submission.

Powered by CaseWare Cloud, that app is always available from any location, on any device, at any time. The app is licensed on a per engagement basis, which means you can buy what you need, when you need it.

Key Features

Built-in Methodology

Use built-in ISAE3000 compliance and specific assurance requirements of the Estate Agency Affairs Board & Legal Practice Council.

Continuous Updates

Perform reasonable assurance engagements using the latest relevant International Standards and guidance issued by the audit regulator.

Engagement Management

Track progress for every engagement and monitor statuses for all engagements across the firm.

User Collaboration

Instantly interact, track engagement updates and collaborate together between multiple users in the same document in real-time.

Client Collaboration

Communicate and collaborate directly with clients and colleagues within the app whilst providing transparent visibility to partners at all times.

Real-time Notifications

Stay informed about staff activities and client engagements by subscribing to email notifications on any or all changes and updates.

Optimisation

Utilise checklists, questionnaires, queries and work programs that intelligently expand or collapse according to the engagement.

Built-in Roll-forward

Increase efficiency by leveraging extensive built-in logic to roll-forward selected information related to the client.

Required Products:

ISAE Attestation

Streamlined Attorney Trust and Estate Agent Trust Account assurance engagements.

CaseWare Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

Optional Extras:

CaseWare Cloud Time

Monitor every aspect of the practice to ensure teams are working effectively and optimised for profitability.

ISRS Agreed-Upon

An intuitive cloud-based solution to streamline agreed-upon assurance engagements.

ISRS Compilation

Simple and efficient compilation engagements completely on the cloud.

SME Financial Statements

Empowering professionals with an automated IFRS for SMEs annual financial statement solution.

CloudTax

End-to-end tax process management for every tax return engagement.

Corporate Tax

Prepare and submit IRP6 and ITR14 tax returns directly to SARS.

Individual Tax

Prepare and submit IRP6 and ITR12 tax returns directly to SARS.

CloudSec

Manage all CIPC secretarial statutory compliance commitments in a single platform.

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