ISRS Agreed-Upon

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

ISRS Agreed-Upon allows auditors to gather appropriate evidence for the compliance reporting requirements of ISRS 4400 in line with procedures agreed.

A streamlined workflow guides users through the entire engagement process – including all applicable documentation like agreeing the terms, documenting the procedures and completing the agreed-upon procedures report. 

Powered by CaseWare Cloud, the 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

Probe Audit Premium+ methodology

Built-in Methodology

Conduct ISRS 4400 engagements using a built-in compliance framework.

Probe Audit Premium+

Continuous Updates

Perform agreed-upon procedures engagements using the latest relevant International Standards and guidance issued by the accountancy body.

ISAE Attestation

Engagement Management

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

Collaboration for audit systems

User Collaboration

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

accounting client collaboration

Client Collaboration

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

financial software alerts

Real-time Notifications

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

optimisation of financials

Optimisation

Empower firm authors to utilise checklists, questionnaires, queries and work programs with full control over the content.

Probe Audit Premium+ RoleForward

Built-in Roll-forward

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

Required Products:

ISRS Agreed-Upon

ISRS Agreed-Upon

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

CaseWare Cloud

CaseWare Cloud

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

Optional Extras:

ISAE Attestation

ISAE Attestation

Streamlined Attorney Trust and Estate Agent Trust Account assurance engagements.

CaseWare Cloud Time

CaseWare Cloud Time

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

ISRS Compilation

ISRS Compilation

Simple and efficient compilation engagements completely on the cloud.

SME Financial Statements

SME Financial Statements

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

Cloud Tax

CloudTax

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

Corporate Tax

Corporate Tax

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

Individual Tax

Individual Tax

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

CloudSec

CloudSec

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

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