AuditDashboard's digital client experience facilitates secure communication, year-round file-sharing, automated workflow, a simplified PBC request process, built-in e-signature capability, and transparent project management from beginning to end.
Read moreRead moreCustomers can now request electronic signatures – all without leaving the platform
Read moreRead moreAuditDashboard takes a refreshing look at how accountants and auditors can go beyond delivering standard client service. The first step in exceeding expectations is to conscientiously evaluate your current offering, service levels, and touchpoints. Look in the mirror and contemplate what it is you have to offer. Reflection is critical to identify precisely why it is that someone should hire you.
Read moreRead moreRates of innovation vary for every organization, yet there is no common framework for quantifying or benchmarking an organization’s digital maturity. With all aspects of business subject to change, we sat down to explore The Fuller Landau Digital Maturity Index, a framework designed to help organizations benchmark their innovation efforts and reflect on ways teams can navigate obstacles that may be preventing them from achieving their goals. As accountants, the concept of measuring innovation or digital maturity instantly resonates because we all know that if you don't measure it, you can't manage it.
Read moreRead moreA thoughtfully developed PBC list is like a project plan. It details the list of supporting information and documentation "prepared by a client" that professionals need to gather to perform their review. Professionals and their clients can also use a PBC Request List to...
Read moreRead moreAuditDashboard's President & Founder Dave Mundy named 20 Under 40 Honoree by CPA Practice Advisor.
Read moreRead moreInnovation Debt is the cost incurred by organizations that consistently defer or decline opportunities to integrate new...
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