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.

AuditDashboard, the Client Experience Platform, is pleased to announce the release of Version 8.0, including Microsoft O365 and Copilot integrations — a proactive investment that lays the foundation for long-term scalability and innovation to help teams work more efficiently and collaboratively with their clients.

Discover how Kreischer Miller uses Insights by AuditDashboard to be more proactive and improve specific engagements and the firm on a macro level.

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.

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...