Between June 2019 and February 2020, Armstrong Backus, McGovern Hurley, and BST & Co. all found great success implementing AuditDashboard.
Jessica DiRito, Partner at McGovern Hurley LLP, says,
“We couldn’t live without AuditDashboard. The flow of exchanging information with clients has progressed over time, from physical mail, to email, to portals. AuditDashboard is a natural progression that our firm has fully embraced and integrated into our practice. It helps us provide a more fulsome, organized,and collaborative, digital client experience.”
After conducting an extensive evaluation process, Gayla Thornton, Partner at Armstrong Backus & Co., LLP shared,
“I wish we had discovered AuditDashboard sooner!”
Paul Goetz, Partner at BST & Co. CPAs, LLP says,
“Our clients have picked up the product with ease and have commented as to how much easier it is to use. While we are still in the early phases of our adoption, we see enhanced savings down the road by integrating AuditDashboard within our other departments.”
AuditDashboard is so user friendly, we’ve had to provide very little instruction to our clients.
"After conducting an extensive evaluation process, I found AuditDashboard on CPA Practice Advisor’s website. I signed up for a demo and someone from the team immediately reached out to help me determine if AuditDashboard would be a good fit for us. The team and I attended a 75-minute webinar and we got up and running in a matter of days. We have been very happy with our decision to adopt AuditDashboard. Our staff and clients have been very happy. Prior to AuditDashboard, our method of obtaining PBC files from clients and updating clients of items left to send was done through an Excel spreadsheet and email. We were inefficient, and it was cumbersome for an entire audit team to keep up with the information we were provided and the information we still needed. Our clients have found the transition painless, and because AuditDashboard is so user friendly, we’ve had to provide very little instruction to our clients on how to use it. I wish we had discovered AuditDashboard sooner!“ – Gayla Thornton, Partner
AuditDashboard has become an integrated part of my day…it saves me a ton of time.
“When I joined McGovern Hurley, LLP as a new Partner in September, I called AuditDashboard at 9am on my first day. Another new Partner and I had used AuditDashboard at our previous firm and knew we couldn’t live without it. The AuditDashboard team helped us get up and running in a few hours. Within three months we expanded our user base from 5 to 50 licenses. Since I began using AuditDashboard, over two years ago, it has become an integrated part of my day…I start each morning by checking my emails, checking the dashboard and having a coffee. It saves me a ton of time.” – Jessica DiRito, Partner
I would recommend AuditDashboard without hesitation.
“AuditDashboard had been on our radar for months before we finally got a chance to review a product demonstration. Our team was busy, but when we made it a priority, AuditDashboard was quick to help us get up and running. We completed our training on a Friday in late January and were using AuditDashboard with our first group of clients the following Monday. It didn’t take us long to understand the benefits and after a month, we increased our licenses by 35%. Our clients have picked up the product with ease and have commented as to how much easier it is use. While we are still in the early phases of our adoption, we see enhanced savings down the road by integrating within our other departments. I would recommend AuditDashboard without hesitation.” – Paul Goetz, Partner
"Finding time to implement a new client facing technology can be difficult. These firms have demonstrated what’s possible by successfully implementing AuditDashboard. It’s an honor to be working with each of them.” – Dave Mundy, President, AuditDashboard
One of the best questions you can ask a technology vendor is – “In 60 days, after we’ve implemented [new software solution], what are we going to find out that we wish we knew before we got started?”Read moreRead more