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Is AuditDashboard a Client Portal?

That's a great question. The answer is, "Yes, but AuditDashboard provides more than just your basic portal functionality."

AuditDashboard offers a complete digital client experience for you, your team, and your clients.

The words "client portal" have a negative connotation. Ask any firm, and they'll tell you numerous stories about how much their client portal leaves to be desired. "Our firm's staff and clients hate our client portal, so we've stopped using it." Too often, firms use an underdeveloped add-on—a forgotten feature, not a complete solution. "It is a basic place where clients upload files. It doesn't always work, but we're trying." We've heard these anecdotes from firms countless times.

Today, CPA firm clients expect more than just a secure place to upload confidential files. That's where AuditDashboard stands out.

Portal + PBC Request List: The AuditDashboard platform allows firms to display their PBC request list so that you and your clients know which documents are requested, how many are submitted, and how many remain outstanding without manually sharing an Excel tracker.

Portal + Workflow: The dashboard lets users securely communicate and exchange one-off files with clients in a central way that keeps everyone updated. It also provides a client-facing dashboard that organizes your workflow without time-consuming status meetings.

Portal + Electronic Signatures: Easily obtain signatures with AuditDashboard's fully integrated e-signature capability. Turn any document into an e-signature request and automate the process of acquiring signatures. Not only is your project organized from beginning to end, but tracking down signatures becomes an automated part of the process — because the work isn't done until all necessary parties have signed on the dotted line, right?

Portal + Centralized Communication: Ultimately, AuditDashboard puts you and your client "on the same page." Because the dashboard is both internal and client-facing, you and your clients have access to the same information simultaneously without exchanging hundreds of emails.

When your team or client is unsure of their engagement's progress, they can easily access the dashboard to see when requests have been submitted for review and by whom. They can also see how many documents have yet to be submitted.

Staff and clients can quickly identify who is responsible for the next step in the process and the due date assigned to that portion of the project. If a submitted document needs changes, staff can make a note and return that item to the client within the workflow without a lengthy and confusing exchange of emails.

AuditDashboard's process is simple and transparent. It transforms communication between you and your client. The real-time dashboard empowers teams to set expectations for project progress and ensures that each party knows what is required of them at any time in the process.

So yes, AuditDashboard is a portal for your clients, but we couldn't stop there.

AuditDashboard's digital client experience facilitates secure communication, year-round file-sharing, and an automated workflow, so teams don't have to exchange numerous Excel request lists to keep their engagements on track. The platform offers your clients a simplified PBC request process, clear communication, built-in e-signature capability, and transparent project management from beginning to end. AuditDashboard offers you a better way to get the job done.

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