Powerful and simple.

Improve the information collection process by streamlining communication using AuditDashboard.

Workflow

Invite colleagues and clients to collaborate on one dynamic PBC request list where
it's easy to keep track of inquiries, files and automatically track what's outstanding.

Responsive Search

Easily search for key words, sort by clicking a header and filter by status, to find what you are looking for, when you need it.

High Importance

Notify a client that you have added a new request or that you need them to look at something by upgrading the request's status to high importance.

Restricted Access

Securely designate who can see what and when, by Restricting Access per user(s) and per requests for confidential items.

Year-over-year Rollover

Rollover this year's request list to ensure you that you start next year's engagement with a complete list.

Centralized Communication

Centralize communication and file management to eliminate information silos that destroy productivity. Prevent duplicate requests, lost emails and misplaced files.

Social

Add or remove users to collaborate with who you want, when you want, in real-time. Securely define roles and permissions.

File Management

Drag and drop files anywhere on top of a request item and it will automatically be uploaded and matched with the request.

Centralize Discussion

Queue up requests, inquiries and follow up questions in the request activity feed using Comments.

Audit Trail

See who did what and when. Easily provide access to last year's engagement for clients to recall everything that was provided.

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Project Management

Gain the visibility you need to effectively manage an engagement. Keep staff and clients on the same page with real time status updates that allow staff to switch between engagements, as information becomes available.

A Bird's-Eye View

My Portfolio provides a holistic view of all engagement metrics so you can instantly see where things stand across your entire portfolio.

Automatic Updates

The Activity Feed tracks all engagement activity and provides a real time status update that eliminates irritating meetings and follow up.

Notifications

Customize notifications to get alerted when a file is uploaded, you are assigned a request or want to receive an engagement status update.

Dashboard

Automatically track the number of new, modified, overdue, pending completion, completed and total requests.

And More...

Complete Security

All data is encrypted in transit and at rest using the same security protocols that banks use.

Custom Branding

Customer branded to professionally represent your firm.

Access anywhere, anytime

Easily access the web-based platform anywhere, anytime.

Phone & Email Support

Complete support to get you up and running and help you stay on track.

Have questions?

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