Streamline and centralize mission-critical workflows for your team and clients. All in one simple dashboard.
See It in Action
They require teamwork, coordination, and collaboration. Despite your team's best efforts, the current PBC request process is often described as cumbersome. Our software solution allows CPAs and their clients to coordinate and collaborate on a PBC list - simply and efficiently.
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Firms love that our secure, intuitive software not only streamlines the entire document collection process to provide a hassle-free client experience, it turns engagements into collaborative projects and helps keep everyone on track.
Automate the Signature Request Process for...
Automate the Signature Request Process for...
Automate the Signature Request Process for...
Both firm and client users appreciate that their dashboard gives them a clear picture of what has been completed and what is still outstanding.
Users love Audit Dashboard because it is naturally intuitive, easy to use, clarifies engagement expectations, and keeps everyone up to date.
Independent accounting firms from the world's best networks and associations trust Audit Dashboard.
Our trust and security program exceeds industry accepted security standards to protect both the integrity of your customers' data and guard it against service disruptions.
Our clients have found the transition painless, and because Audit Dashboard is so user friendly, we've had to provide very little instruction to our clients on how to use it. I wish we had discovered Audit Dashboard sooner!
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I began using Audit Dashboard two years ago and couldn’t live without it. I start each morning by checking my emails, checking the dashboard and having a coffee. It saves me a ton of time.
Audit Dashboard was quick to help us get up and running. We completed our training on a Friday in late January and were using Audit Dashboard with our first group of clients the following Monday. It didn’t take us long to understand the benefits and after a month, we increased our licenses by 35%.
Everyone is very happy with AuditDashboard. Our clients are really enjoying it - several have voluntarily commented how much they enjoying using it.
The 2023 Spring Release doubles down on AuditDashboard's commitment to empowering firms to make more informed data-driven decisions to avoid inefficiency and improve the client experience.
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A thoughtfully developed PBC list is like a project plan. It details the list of supporting information and documentation "prepared by a client" that professionals need to gather to perform their review. Professionals and their clients can also use a PBC Request List to...
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Customers can now request electronic signatures – all without leaving the platform
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