Discover what MCM CPAs & Advisors Learned Implementing AuditDashboard
One of the smartest questions you can ask a technology vendor is – “In 60 days, after we have 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 to share their experiences. Together with Dave, they discussed the process of implementing AuditDashboard's PBC Request List Solution at MCM and the impressive results that they have been able to achieve as a firm.
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.
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.
1 minute, 13 seconds
In this video, Nathan describes how MCM CPAs & Advisors has experienced significant growth over the past several years and how Audit Dashboard is helping to unify and standardize how MCM approaches and delivers their service, across multiple locations.
4 minute, 10 seconds
In this video, Nathan describes the results he achieved with his first client and how he knew that the firm-wide implementation would be a success when his peers started asking when they could get access. Rachel adds how early feedback was encouraging and how little push back they received from client's throughout.
In this video, Nathan describes how MCM uses AuditDashboard's PBC Request solution 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.
1 minute, 31 seconds
In this video, Nathan and Rachel describe how helpful it has been to access the detailed audit trails (eg. user activity, date stamps, complete file version history and communication) when documenting their work and how Audit Dashboard PBC requests help reduced email and prevent duplicate client requests.
In this video, Nathan describes how MCM has started to include details about Audit Dashboard in their proposal process and how they have been able to differentiate themselves from their competition by articulating to prospects how Audit Dashboard helps enhance their service approach.
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.
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?