Professionals gather information from their clients using static lists and exchange files through email and disorganized portals. Often, key information is missed because it is hidden in someones inbox, hours are wasted tracking communication and teams lack the visibility they need to make better decisions. Ultimately, this costs your firm money.
Firms need to update the way they work from broken, out of date systems to one that integrates with existing software and supports the entire client experience.
We call this system Client Engagement Workflow and it is exactly what we have built here at AuditDashboard.
AuditDashboard = engagement management best practices + secure portal + best-in-class organization & functionality.
Intuitive, web-based software that standardizes the information collection process. Accounting firms who use AuditDashboard deliver consistent client experiences that drive efficiency and promote accountability in a completely secure way.
Accounting firms love AuditDashboard because it helps them save time and stay organized. Clients love AuditDashboard because it’s easy to use and keeps everyone up to date.
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Each line item represents a request for information that a professional needs. Getting started with AuditDashboard is easy by importing an existing request list.
Drag and drop files anywhere on top of a request item. They will automatically be uploaded and matched with the request so it's easy to answer the question "What's Outstanding?"
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1. Create dynamic
request lists
2. Invite clients
and assign requests
3. Receive documents organized by request
4. Automatically track and collect outstanding information
Quickly import an existing request list. Stay organized by pairing files & requests using drag & drop.
Keep everyone up to date with real time status updates that eliminate irritating follow up.
All data is encrypted in transit and at rest using the same security protocols that banks use.
Quickly and easily obtain a bird's-eye view of who's doing what and when.
Easily add, invite, or remove users to collaborate in real-time.
Fluidly, streamline questions and inquiries with your team or client.
