How technology can enhance your CPA firm's client experience

Discover what MCM CPAs & Advisors learned implementing AuditDashboard

Webinar & Video Case Study

Thought Leadership

Digital Transformation

On-Demand

Lessons Learned

Overview

One of the smartest questions you can ask a technology vendor is – “In 60 days, after we’ve implemented [new software solution], what are we going to find out that we wish we knew before we got started?” Nathan and Rachel, AuditDashboard Champions from MCM CPAs & Advisors, kindly volunteered to sit down with Dave Mundy, President of AuditDashboard to share their experiences. Together with Dave, they discuss the process of implementing AuditDashboard at MCM​ and the impressive results that they have been able to achieve as a firm.

Dave Mundy
President & Founder
AuditDashboard
Email Dave

Guests

Nathan Plack
Assurance Senior Manager
MCM CPAs & Advisors
Connect on LinkedIn

Rachel Meredith
Assurance Manager
MCM CPAs & Advisors
Connect on LinkedIn

MCM CPAs & Advisors is a large regional, award winning, CPA firm providing highly specialized services to a broad range of clients and industries. MCM combines the industry expertise of a larger firm without sacrificing the attention and personal service of a smaller firm. MCM is a member of PrimeGlobal, one of the top five largest associations of independent accounting firms in the world.

Videos

What surprised you most about implementing AuditDashboard?

1 minute, 46 seconds

In this video, Rachel shares the unexpected benefits of the time spent developing the right mindset and how a successful implementation is a digital transformation, not just a tool that replaces your old client portal but instead, a tool that is effective in delivering better client service.

How does AuditDashboard compliment your service model?

58 seconds

In this video, Nathan describes how MCM uses AuditDashboard to deliver a more efficient, more connected, digital client experience that enhances their personal and professional approach but does not replace valuable face time with clients.

Video: How else has AuditDashboard helped?

Should you mention AuditDashboard in your prospective client proposals?

48 seconds

In this video, Nathan describes how MCM has started to include details about AuditDashboard in their proposal process and how they have been able to differentiate themselves from their competition by articulating to prospects how AuditDashboard helps enhance their service approach.

How would you describe the service you receive from AuditDashboard?

46 seconds

In this video, Nathan describes how little support has been required after implementation, how quickly AuditDashboard's Customer Success Team has responded to questions and how they've leveraged an internal champion team to disseminate learning internally.

72 MINUTE FEATURE: Entire webinar

72 minutes

Nathan and Rachel, AuditDashboard Champions from MCM CPAs & Advisors, kindly volunteered to sit down with Dave Mundy, President of AuditDashboard to answer the question - In 60 days, after we’ve implemented AuditDashboard, what are we going to find out that we wish we knew before we got started?