See What a Better Client Experience Looks Like
Book a 30-minute personalized walk-through and we'll show you how leading CPA firms use AuditDashboard to run every engagement better — from client scheduling, the first request to the final deliverable.
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Industry leaders worldwide trust AuditDashboard
The Client Experience Platform
Beyond PBC requests, AuditDashboard gives firms and their clients a single, standardized place to manage engagement schedules, milestones, information requests, and final deliverables.
At-a-Glance, Real-Time Analytics
Monitor engagement progress across your entire portfolio. Quickly anticipate delays, balance workloads, and respond without sitting through status meetings.
Seamless Integrations
Connect AuditDashboard to the tools your firm already uses. Firm's love our library of pre-built integrations, 65+ API endpoints, and integrations-as-a-service when you need something custom.
Automated Workflows
Roll forward engagements year over year and keep your team and clients on track from kickoff to close with customizable templates.
Engagement
Scheduling
Visualize the most efficient time to start each engagement, balancing client information delivery with team capacity, so work starts when both are ready.
Built-In
E-Signatures
Collect legally binding signatures on engagement letters, rep letters, financial statements, and more. Signers don't need an account and can sign from any device, with automated follow-up and real-time status tracking.
Year-Round File Sharing
Give clients a secure, centralized place to share documents year-round. With the Outlook Add-in, send secure links, request files, and convert attachments directly from your inbox.
Your Whole Portfolio.
One view.
See your entire portfolio in one view. Track engagement progress, identify which clients are causing delays, and spot overrun risk before it becomes a problem.
Most tools show you request status, one engagement at a time. AuditDashboard shows you what's happening across every client, every engagement, every team member.
Start Every Engagement at the Right Time
AuditDashboard connects scheduling to engagement readiness, so your team knows which clients have what you need to get started, and which don't.
See every engagement on a timeline, balanced against team capacity and client submission progress, before a single hour is logged.
What Our Customers Say
Trusted by leading firms worldwide to streamline their audit processes
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Ready to Elevate Your Audit Process?
Whether you're evaluating new tools or rethinking how your firm delivers, we'll walk you through how AuditDashboard fits your workflows, your team, and your timeline.
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