Toronto, ON — [September 9, 2025] — AuditDashboard, the Smarter Portal, is pleased to announce the release of Version 8.0, including Microsoft O365 and Copilot integrations — a proactive investment that lays the foundation for long-term scalability and innovation to continue helping accounting professionals work more efficiently and collaboratively with their clients.
Version 8.0 represents the culmination of a multi-year rebuild, modernizing the platform’s infrastructure and enhancing core functionality. The result: the same intuitive portal customers know and love, now supporting deeper integrations, and an evolving set of tools to help accounting firms operate with greater clarity and control.
“Two years ago, we decided to rebuild our platform in line with our unwavering commitment to deliver the absolute best for our customers,” said Dave Mundy, Founder & CEO. “The accounting profession is at a crossroads, and Version 8.0 exemplifies what’s ahead for modern firms seeking AI-ready insights and workflows that are more automated, more integrated, and offer clients an outstanding experience.”
Open in Office 365 Integration
Firms can now view Word, Excel, PowerPoint, and PDF files directly in their browser using the Microsoft licenses they’re already paying for. This simplifies version control and makes it easier to preview documents without downloading files and breaking your workflow.
Microsoft Copilot Integration
Firm users can now securely and confidently access the AI-powered functionality they’re already approved to use while reviewing PBC documents submitted by their clients. Leveraging the power of Microsoft Copilot, users can summarize content, extract key data, and ask natural-language questions using the E3 or E5 licenses their firm is already paying for.
Other New Features and Enhanced Functionality
Recent enhancements and new functionality include more granular notification settings to personalize the user experience, powerful new filter options, @ Mentions to notify multiple users, and global search, which delivers site-wide navigation and the ability to search across clients, users, and engagements.
Bolstered API Documentation for 65+ endpoints
As part of Version 8.0, AuditDashboard has also bolstered its API documentation to support customers, integration partners, and in-house developers. These improvements make integrating AuditDashboard with internal systems and customizing workflows easier, helping firms unlock greater value from their existing technology stack.
Version 8.0 is available now. Request a demo to see how these innovations can improve your team's efficiency and client collaboration.
About AuditDashboard
AuditDashboard is a leading software solution provider that makes life easier for accounting professionals and their clients. AuditDashboard is a source of truth for communication before, during, and after client engagements for accounting professionals in 23+ countries worldwide. AuditDashboard enables firms to deliver consistent client experiences that drive efficiency and promote accountability with maximum security.
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