NEW
Legally-binding E-Signature Solution  |   Discover E-Sign!
Trust FAQs

Frequently Asked Questions

You have got questions. We have got answers.

Learn More

Where is my data stored?

All data is encrypted at rest and stored in secure cloud-based data centers hosted in the Microsoft Azure cloud.  Depending on the location of your data may be in the United States, Canada, Ireland, or Australia.  All data centers are ISO 27001 / SSAE 18 compliant and built by Microsoft for maximum resiliency and performance. You can click here to learn more about Azure’s Global Infrastructure.

How is data accessed in AuditDashboard?

AuditDashboard data is accessed by firm professionals and their client contacts who are specifically invited to the firm’s AuditDashboard portal. Users access AuditDashboard using their email address and a strong password created during the registration process. Alternatively, users may login using a Single Sign On (SSO) provider.

Is my data backed-up?

Yes, AuditDashboard’s databases and infrastructure are backed up multiple times per day to a secured backup network that guarantees redundancy and data availability, while preserving data residency. All backups are encrypted at rest and stored for 90 days by default. The duration of backup storage may be customized to meet a customer’s specific requirements.

How long is data stored inside the system for?

Data retention policies vary by customer. For specific details about how long your data is retained for, reach out to your account manager or sent us a message.

Is access tracked?

Yes, AuditDashboard maintains detailed audit logs such as details about a user’s login and all activity conducted within the portal. This can be viewed in many forms from engagement reports to user activity feeds. User activity data can also be accessed programmatically through the Audit Dashboard API.

What third-party compliance programs do you adhere to?

AuditDashboard maintains a SOC 2 Type 2 Review annually, and maintains a CSA CSM / STAR registry continuous self-assessment here. You can read more about our compliance programs on our compliance page. Customers or prospects can request a copy of our SOC 2 Type 2 report or 3rd party test results by emailing support@auditdashboard.com

How is Audit Dashboard Secured?

The AuditDashboard platform is designed, developed, and supported with security top of mind. Our application is built using security frameworks and best practices for secure code development and deployment. Our network has automated application controls implemented at each layer, separating our infrastructure by zones, environments, and services. All communications between users and AuditDashboard are secured in-transit using 2048 bit TLS encryption. All data stored in the AuditDashboard platform is encrypted at rest.  Read more about our security here.

Don't see what you were looking for?
Connect With Our Security Team
Resources

Explore our Resources

Blog

What Is a PBC Request List or PBC List?

A 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 more
Case Studies

Three Outstanding RSM Alliance Members Adopt AuditDashboard

"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....

Read more
Press Release

AuditDashboard Celebrates 5th SOC 2® Type 2 Compliance Anniversary

‍With completing its 5th SOC 2® Type 2 attestation, AuditDashboard demonstrates its ongoing and outstanding commitment to security. The leading provider of accounting software solutions also reports that 82% of customers use their industry-leading authentication scheme less than one year after release.

Read more

Have a question?