NEW
Legally-binding E-Signature Solution  |   Discover E-Sign!

Request information, exchange files, and track what is outstanding.

Streamline and centralize mission-critical workflows for your team and clients. All in one simple dashboard.

PBC Request Lists
Electronic Signatures
Engagement Management
Year-Round File Sharing
See It in Action
Accounting professional on his laptop and phone
Meet AuditDashboard

Audit, tax, and cyber security engagements are complex.

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.

A happy CPA working from home
Automate

Automate the process of putting together an outstanding items list.

Wow your team and clients!

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.

Legally-binding e-signature solution, integrated for an affordable price.

Automate the Signature Request Process for...

Proposals
Management Representation Letters
Engagement Letters
Audit Opinions
Tax Documents
Financial Statements, and more.
Learn how e-signatures integrates with your request list

Legally-binding e-signature solution, integrated for an affordable price.

Automate the Signature Request Process for...

Client Requests
Management Representation Letters
Engagement Letters
Financial Statements, and more.
Learn how our File Drop solution integrates

Legally-binding e-signature solution, integrated for an affordable price.

Automate the Signature Request Process for...

Client Requests
Management Representation Letters
Engagement Letters
Financial Statements, and more.
Learn how our Engagement solution integrates
Track Status

Visualize the status of everyone's workload.

... without having to follow up or book another meeting.

Both firm and client users appreciate that their dashboard gives them a clear picture of what has been completed and what is still outstanding.

A busy professional checking the status of his workload on his laptop
A happy professional working remotely
NATURALLY INTUITIVE

Onboard your team and clients in minutes.

... without having to provide hours of training.

Users love Audit Dashboard because it is naturally intuitive, easy to use, clarifies engagement expectations, and keeps everyone up to date.

You Are in Good Company

Independent accounting firms from the world's best networks and associations trust Audit Dashboard.

Don't see your network? Reach out to ask for a reference.
We're lucky to work with accounting firms from almost every global network and association.

100% customer retention for the past 5 years.
Learn More About Us
Trust & SeCURITY

Your security gets our full support so your clients can have yours.

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.

A happy security professional working on his laptop on the go

What customers are saying...

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 the it. I wish we had discovered Audit Dashboard sooner!

BST & Co. CPAs, LLP Logo
Gayla Thornton, Partner
Armstrong, Backus & Co., LLP

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.

McGovern Hurley Logo
Jessica DiRito, Partner
McGovern Hurley LLP

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%.

BST & Co. CPAs, LLP Logo
Paul Goetz, Partner
BST & Co. CPAs, LLP

RECOMMENDED

Resources

person celebrating

Press Release

AuditDashboard Celebrates 5th SOC 2® Type 2 Compliance Anniversary

AuditDashboard Celebrates 5th SOC 2® Type 2 Compliance Anniversary

‍With completing its 5th SOC 2® Type 2 attestation, AuditDashboard demonstrates its ongoing and outstanding commitment to security. The leading provider of accounting software solutions also reports that 82% of customers use their industry-leading authentication scheme less than one year after release.

Read moreRead more
Auditor waiting for PBC Requests

Blog

What Is a PBC Request List or PBC List?

What Is a PBC Request List or PBC List?

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...

Read moreRead more

Case Studies

Three Outstanding RSM Alliance Members Adopt AuditDashboard

Three Outstanding RSM Alliance Members Adopt AuditDashboard

"I would recommend AuditDashboard without hesitation. AuditDashboard was quick to help us get up and running. We completed our training on a Friday in late January and were using AuditDashboard with our first group of clients the following Monday....

Read moreRead more

Interested in learning more?