Toronto, ON — [October 21, 2025] — AuditDashboard, the Smarter Portal, is proud to share that AuditDashboard’s Microsoft Office 365 + Copilot integration has been recognized as a Finalist in the 2025 CPA Practice Advisor Technology Innovation Awards.
Accounting firms are under pressure to deliver faster results while managing rising client expectations, tighter deadlines, and mounting compliance requirements. AI has the potential to transform workflows, but many innovations operate outside of a firm’s secure environment. For firms entrusted with sensitive financial information, this creates more risk than reward.
AuditDashboard’s Microsoft Office 365 + Copilot integration provides a secure, practical way for firms to harness AI in their workflows. Professionals can open and view Word, Excel, PowerPoint, and PDF files directly in their browser, without downloads or version-control issues.
With Microsoft Copilot layered in, firm users can summarize documents, extract key data, and generate insights, all within the firm’s existing Microsoft tenant, governed by the same permissions, retention, and security policies IT has already approved.
This approach extends the value of the firm’s Microsoft licenses, embedding AI-powered functionality directly into the engagement process. Unlike other AI innovations, it allows firms to confidently use AI without introducing new platforms, additional costs, or compliance risks.
“We built this integration to give firms a practical, secure way to experience the benefits of AI without compromising the trust they’ve earned with their clients,” said Dave Mundy, Founder & CEO of AuditDashboard. “We’re honoured to be recognized among so many technology leaders driving the profession forward, and proud of our team for continuing to innovate in ways that make work simpler, smarter, and more secure.”
By combining secure document handling with AI analysis, firms shorten review cycles, reduce repetitive work, and minimize manual errors. Professionals spend less time on administrative tasks and more time on deeper research, higher-value analysis, and client service – all while ensuring sensitive data never leaves their secure Microsoft environment.
This innovation enables firms to embrace AI practically. It enhances efficiency, accelerates collaboration, and reduces risk – demonstrating that true innovation in accounting technology lies not in adding new tools, but in extending the power of the ones firms already use and trust.
AuditDashboard was also nominated for AuditDashboard Schedule Insights and AuditDashboard Version 8.0, reflecting its ongoing commitment to helping firms improve visibility, efficiency, and control across every engagement.
First posted on: CPA Practice Advisor — 2025 Innovation Awards Announced: AI is Now an Essential Tech for Accounting Firms
The CPA Practice Advisor Technology Innovation Awards celebrate solutions that shape the future of the accounting profession through innovation, usability, and security. Winners and finalists are selected by an independent panel of thought leaders and practitioners.
About AuditDashboard
AuditDashboard is a leading software solution provider that makes life easier for accounting professionals and their clients. Serving firms in more than 23 countries, AuditDashboard provides a secure, centralized platform for client communication before, during, and after engagements. The platform helps firms deliver consistent client experiences that drive efficiency, promote accountability, and protect sensitive information.
Learn more at www.auditdashboard.com.
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