AuditDashboard Launches Collaborative Scheduling

Toronto, ON — August 20, 2026 — AuditDashboard, the Client Experience Platform, is pleased to announce the launch of Collaborative Scheduling, a fully integrated scheduling solution for CPA firms and their clients.

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Collaborative Scheduling delivers the client-facing layer that firms are missing. It provides firms with a centralized view of engagement timelines, including fieldwork start and end dates, deliverable due dates, assigned team members, scheduling status and PBC progress, all displayed together. Firms can adjust dates directly on the scheduling timeline, filter engagements and view scheduling activity across the firm.

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Communicating and agreeing on engagement expectations is an essential part of the client experience. Yet managers still coordinate milestones like fieldwork dates and deliverable due dates through email, spreadsheets, and disconnected calendars. Engagement teams don’t have a reliable system of record to know whether clients have explicitly committed to be ready for the fieldwork dates they have resourced.

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Collaborative Scheduling centralizes and standardizes that conversation in AuditDashboard through a shared workflow in which firms propose, and clients agree on expectations, months before fieldwork begins. Once fieldwork and deliverable due dates are agreed upon, the engagement flows seamlessly into the PBC request process, connecting engagement planning with client readiness in a single experience.

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"AuditDashboard has always focused on improving the moments where firms and clients work together. Collaborative Scheduling extends our philosophy upstream into planning, helping ensure that prepared-by-client requests are submitted in line with expectations by delivering a more connected client experience. Collaborative Scheduling uses the same engagements already in AuditDashboard. It’s seamless, there's nothing to recreate. Your schedule is already built. Just turn it on. - Dave Mundy, Founder & CEO

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Collaborative Scheduling is built directly into AuditDashboard and can integrate with standalone scheduling and resourcing solutions. Customers don't have to import engagements/clients, recreate schedules, or implement another system to get started because the engagements firms already have in AuditDashboard automatically kick off the collaborative scheduling workflow.

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Fieldwork scheduling has traditionally been a firm-side process. By bringing it into the client experience as the natural first step before PBC, Collaborative Scheduling gives firms greater visibility and control over their schedules while giving clients a clear, collaborative way to understand and confirm what’s expected of them. The result is a more aligned, predictable experience for both teams and clients.

Collaborative Scheduling is available now.

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Request a demo to see how AuditDashboard can help your firm simplify engagement scheduling and keep client readiness on track.

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About AuditDashboard

AuditDashboard is the Client Experience Platform for CPA firms, helping firms and their clients collaborate before, during, and after an engagement. From PBC requests and engagement scheduling to secure file sharing, e-signatures, and MCP connections with your favourite AI-powered tools, AuditDashboard gives firms a connected way to manage the client experience while improving efficiency, visibility, and accountability.