One of the primary reasons we created AuditDashboard was because email isn't an effective engagement management tool. Email was designed to send messages, not exchange, track and monitor multiple files and...

Electronic signatures, or e-signatures, are becoming a standard method of conducting business transactions. While electronic signature laws vary by country or region, most have established their legality and enforceability. Here’s an overview for Australia, Canada, the European Union, and the United States.

Lessons learned from helping customers avoid common mistakes adopting client-facing software at accounting firms around the world. Think differently about your next investment in technology and increase the interest, adoption rate, and success of your next digital transformation.

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?”

"I would recommend AuditDashboard without hesitation. 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....

In a shared technology model, vendors, sub-service organizations, and users are responsible for upholding specific responsibilities for a system to work effectively. Everyone should understand what shared responsibility means and who is responsible for what.