Introducing Rich Insights and More Personalized Firm Branding

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.

For the sixth consecutive year, AuditDashboard’s CEO, Dave Mundy, has been recognized as a Top 20 Under 40 Influencer in the Accounting Profession.

AuditDashboard Achieves 10th SOC 2® Type 2 Audit, marking a decade of unwavering commitment to security amidst continued global expansion.