Attorney Trust Accounts - Audit Simulation using CaseWare Cloud

Price:
R1207.50 (VAT Incl.)
Level:
Auditors
Sub-level:
Attorneys Trust Account Audits
Lecturer:
Tristan David-Crewe White
Duration:
390 Minutes
Additionals:
   CPD Assessment
   Certificate

Lesson Outline


Overview:
This is a practical session, where we give you access to the Attorneys Trust Account audit template, called “ISAE Attestation” on CaseWare Cloud, so you can get a feel for it, yourself.
In this session we will
• Get hands on, exploring the ISAE template
• Learn how to upload documents, e.g. Excel working papers
• Practice how to request documents from client contacts, e.g. signed engagement letters, or make inquiries of clients
• Briefly discuss an attorney client case study
• Explore documentation in the ISAE engagement file from planning to execution, through to finalisation, and link it to relevant Rule requirements

Content:
This session 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 Attorneys’ 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, to request documents or query information