Course Overview:

CaseWare have introduced an audit solution to Estate Agents’ Trust Account audits via their CaseWare Cloud online platform.
Currently, there is no IRBA Guide to assist with Estate Agents’ Trust Account audits, and as such, CaseWare have attempted to assist auditors with a template called “ISAE Attestation.”
This template will provide guidance when auditing the trust accounts for compliance with the Estate Agency Affairs Act [EAAA].
Join us as we take you through the ISAE Attestation template for Estate Agents’ Trust Account audits.

Course Content:

CaseWare Cloud Session #3 is for those looking to explore, understand and intuitively navigate through the Estate Agents’ Trust Account audit template called ISAE Attestation.
If you are seeking
• A basic introduction to ISAE Attestation template or
• Have no previous experience with it or
• Find that you struggle with technology or
• Just want a preview of the Cloud-based solution for Estate Agents’ Trust audits, before buying a license / token,
= then this session is for you!
We will work through the following:
- How to obtain access to the template
- 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, to request documents or query information