One place to coordinate and schedule fieldwork dates with your clients, track readiness, and monitor progress in real time.
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How do you reschedule engagements without seeing your progress?
Instantly see which fieldwork dates are confirmed and which engagements are at risk because clients aren't ready – without having to meet with your entire team.
“With AuditDashboard’s Insights, I can monitor the status of my portfolio at a glance and deliver a better, more responsive client experience. It’s easy to adjust schedules, and we’ve avoided numerous last-minute surprises by ensuring we review information when it’s provided.”
Create plans your firm can rely on by receiving explicit confirmation from clients for milestones like fieldwork and deliverable due dates.
With AuditDashboard, we have greater visibility over each client’s delivery of information, guiding the best time to start our work. Starting jobs after our clients deliver most of the information has made us more efficient and effective.
Is your team stuck waiting for information because clients haven’t delivered what is required? Profitability erodes when teams are forced to start and stop engagements as they chase clients for information.
Identify and recover overruns caused by client delays with data-driven insights.
“With AuditDashboard’s Insights, I can instantly see how much information is late and how many days it’s late. Sharing the report with my clients makes it easy to recover overruns caused by client delays. The data never lies.”
“With AuditDashboard we can quantify our client experience on each engagement and benchmark across our entire practice."
You'll see just how quickly AuditDashboard can help staff automate the document request cycle so they have more time to focus on client service.
AI is moving faster than any technology the profession has ever adopted. New models and new ways to put them to work arrive every other week. Around the world, the adoption of AI in audit firms is moving at very different speeds, and so is the value firms are realizing from it. Some firms have one Copilot license and a few curious staff. Others are all in, employing AI agents to help with routine work like reviewing audit evidence overnight and drafting corresponding comments for clients.
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AuditDashboard’s AI Connectors, built on the Model Context Protocol (MCP), an open standard for securely connecting AI models to software, let firms’ AI agents read from and write to their AuditDashboard engagements.
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Hundreds of conversations with firm leaders about resourcing, scheduling, and client readiness led us to build Collaborative Scheduling. Great team and client experiences rely on great planning, so we expanded our workflow to help leaders deliver a more consistent experience across all engagements.
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