58 seconds
In this video, Nathan describes how MCM uses AuditDashboard's PBC Request solution to deliver a more efficient, more connected, digital client experience that enhances their personal and professional approach but does not replace valuable face time with clients.
48 seconds
In this video, Nathan describes how MCM has started to include details about Audit Dashboard in their proposal process and how they have been able to differentiate themselves from their competition by articulating to prospects how Audit Dashboard helps enhance their service approach.
46 seconds
In this video, Nathan describes how little support has been required after implementation, how quickly AuditDashboard's Customer Success Team has responded to questions and how they've leveraged an internal champion team to disseminate learning internally.
Discover how AuditDashboard brings structure, visibility, and control to every engagement. In this quick intro, we’ll show you how our platform—built by accountants, for accountants—eliminates the chaos, standardizes PBC requests, and helps your team deliver a consistent, exceptional client experience.
Are your teams launching jobs based on the calendar—or actual client readiness? With Scheduling Insights, you get real-time visibility into every engagement’s status, staff workload, and client progress. Instantly spot which jobs are ready to begin, which ones need attention, and how to allocate your team efficiently. No more guesswork—just confident planning that drives performance.
Send signature requests in seconds—no logins or clunky workflows. AuditDashboard’s integrated e-Signatures let you upload documents, assign signers, and track status in real time. Automated reminders and a seamless signing experience help you move faster and deliver a modern client experience.
Need to share or receive files outside of an engagement? With AuditDashboard’s year-round file sharing, you can organize folders, request uploads, and securely transfer documents anytime—without the back-and-forth. Whether it’s one-off files or team-wide cabinet access, Files keeps everything centralized, trackable, and easy to manage.
Skip the extra steps. With AuditDashboard’s Open in Microsoft Office 365, you can securely preview Word, Excel, and PowerPoint files right in your browser. No downloads, no clutter—just quick visibility into the latest version of any document, so you can review and move on with confidence.
