Legal Practitioner Trust Accounts - CaseWare Cloud Audit - Finalisation 2026

Price:
R793.50 (VAT Incl.)
Level:
Accounting Professionals
Sub-level:
Legal Practitioners Trust Accounts
Lecturer:
Tristan David-Crewe White
Duration:
180 Minutes
Additionals:
   CPD Assessment
   Certificate

Lesson Outline


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