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.
We began reimagining AuditDashboard’s interface with one goal in mind: to modernize the experience while preserving the familiar workflows users depend on every day. Guided by years of meaningful customer conversations, we approached every decision with purpose and care.
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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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Collaborative Scheduling delivers the client-facing layer that firms are missing. It provides firms with a centralized view of engagement timelines, including fieldwork start and end dates, deliverable due dates, assigned team members, scheduling status and PBC progress, all displayed together. Firms can adjust dates directly on the scheduling timeline, filter engagements and view scheduling activity across the firm.
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