Lessons learned from helping customers avoid common mistakes adopting client-facing software at accounting firms around the world. Think differently about your next investment in technology and increase the interest, adoption rate, and success of your next digital transformation.

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.

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...

Since NeonAudit started using AuditDashboard, the number of emails exchanged has diminished by a sum measured in four digits, fewer things fall through the cracks, clients have called the solution exceptional, and the team has time to advise more clients.

Customers can now request electronic signatures – all without leaving the platform

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...