Traditional audit scheduling often leads to delays, inefficiencies, and client frustration. This post introduces a smarter, more agile approach: triggering fieldwork when 80% of client requests are completed. Learn how this shift improves utilization, momentum, and client collaboration — and how AuditDashboard helps firms make it happen.

We began reimagining AuditDashboard’s interface with one goal in mind: to modernize the experience while preserving the familiar workflows users depend on every day. Guided by years of meaningful customer conversations, we approached every decision with purpose and care.

The 2023 Spring Release doubles down on AuditDashboard's commitment to empowering firms to make more informed data-driven decisions to avoid inefficiency and improve the client experience.

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.

AuditDashboard, the Client Experience Platform, is proud to share that AuditDashboard’s Microsoft Office 365 + Copilot integration has been recognized as a Finalist in the 2025 CPA Practice Advisor Technology Innovation Awards.