Great client experience doesn't happen by accident. It's built on visibility – knowing where every engagement stands, what your clients are experiencing, and where your team's time is actually going.
See This in Action
Do your staff start engagements when they are scheduled, or after clients have provided sufficient information?
Visualize the most efficient and effective time to start reviewing information at a glance and start work after most of the required information has been received.
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."
Are you always trying to figure out if things are on track and adjusting schedules to balance workloads?
Quickly anticipate delays across your portfolio due to missing client information or pending team reviews – so your teams can respond without wasting time sitting through multiple status meetings.
“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.”
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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