To reduce waste and spark joy, Dave suggests utilizing the DOWNTIME model from Lean Six Sigma. When you reduce waste in a process, you can improve your team and client's experience. When we improve the overall experience, finding joy in our professional lives becomes far easier.

AuditDashboard's digital client experience facilitates secure communication, year-round file-sharing, automated workflow, a simplified PBC request process, built-in e-signature capability, and transparent project management from beginning to end.

How many times have you said or thought, “I can’t get my work done because of all the interruptions!”? They are a curse to your concentration and...

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...

One of the primary reasons we created AuditDashboard was because email isn't an effective engagement management tool. Email was designed to send messages, not exchange, track and monitor multiple files and...

Electronic signatures, or e-signatures, are becoming a standard method of conducting business transactions. While electronic signature laws vary by country or region, most have established their legality and enforceability. Here’s an overview for Australia, Canada, the European Union, and the United States.