The demo provides an excellent introduction to AuditDashboard, our approach to client service and walks you through features of the software.
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.
At your convenience, learn how AuditDashboard is helping firms streamline processes that save time and enhance team and client experiences.
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 it. I wish we had discovered Audit Dashboard sooner!
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.
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%.
Everyone is very happy with AuditDashboard. Our clients are really enjoying it - several have voluntarily commented how much they enjoying using it.