AuditDashboard Achieves 9th SOC 2® Type 2 Certification, Reinforcing Its Dedication to Security Amidst Global Expansion

AuditDashboard completes its 7th SOC 2® Type 2 Audit to further its commitment to Security as it expands its offering for enterprise customers worldwide.

Busy season is upon us, and just like last year, it’s guaranteed to bring unique challenges and a few unwanted surprises. If you don’t adopt strategies to manage the overwhelm, heavy workloads, tight deadlines, and endless client requests will derail your productivity. While there’s no magic wand to buying back your time or making it all disappear, these five strategies will make this audit season more manageable and less stressful.

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.

AuditDashboard 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.

The true obstacle in your CPA firm that requires significant attention is the request and receipt of client data. This should be one of your main focuses, not...