INTEGRATION
Legally-binding E-Signature Solution  |   Discover E-Sign!
Enterprise

The World’s Smartest Portal

Automate your processes, integrate your workflows, and maximize the team’s adoption – all with a partner you can trust.

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Security

Enterprise-grade security by design.

Industry-leading authentication, including SSO and MFA for both firm and client users
Meet all your compliance and regulatory needs
Get peace of mind with 99.99% uptime SLA
You Are In Good Company

"What makes AuditDashboard stand out is their focus. The solution is simple yet powerful and has done a great job of enhancing the collaboration experience for our people and clients. AuditDashboard has been a great partner, and we’ve taken advantage of many updates, enhancements, and integrations."

Platform

Unify your firm’s digital client experience.

Govern all your firm user’s access rights from a single user directory
Automate management functions with our RESTful APIs
Integrate your existing technology with our professional services
Personalize

Showcase your firm’s brand and experience.

White-label a solution that personalizes your client’s experience
Maximize adoption with flexibility per client engagement and no-code customizations
Custom implementations and integrations available to accelerate your success
digital download

Your Digital Client Experience Partner

AuditDashboard is an extension of your team—a trusted partner in redefining client experience and firm performance. Empower your team, impress your clients, and transform the way you work.

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Solutions

Simple yet powerful, intuitive and easy to use.

Purpose-built for professional service firms, our platform streamlines mission-critical workflows for your team and clients, with dedicated support at every step of the way.

Industry-specific roadmap and solutions - PBC Requests, eSignatures, Secure File Sharing, and Insights
Scale client collaboration on one platform across multiple service lines without compromising user experience
Guarantee your success with our white-glove approach to implementation and ongoing customer success
INTELLIGENCE

Digitalize the process, then optimize it.

Leverage business intelligence that turns insights into action
Maximize capacity by optimizing resource allocation and project execution
Access insights in-app, from your data warehouse, or an existing system like Power BI

Ready to explore if we are the right fit?