One place to cordinate 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.
AuditDashboard, the Client Experience Platform, is pleased to announce the release of Version 8.0, including Microsoft O365 and Copilot integrations — a proactive investment that lays the foundation for long-term scalability and innovation to help teams work more efficiently and collaboratively with their clients.
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For the sixth consecutive year, AuditDashboard’s CEO, Dave Mundy, has been recognized as a Top 20 Under 40 Influencer in the Accounting Profession.
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AuditDashboard Achieves 10th SOC 2® Type 2 Audit, marking a decade of unwavering commitment to security amidst continued global expansion.
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