AuditDashboard

AuditDashboard is a cloud platform where accounting firms and their clients work on the same list of requested documents. It targets audit, tax and cyber security engagements, where the back-and-forth over prepared-by-client items can become slow and untidy.

What AuditDashboard offers

• PBC request lists — builds one shared list of items a client must supply and shows which items are still open.
• File exchange — centralises document collection and communication between firm and client.
• E-signature — lets customers request legally binding electronic signatures without leaving the platform.
• Status dashboard — shows firm and client users which work is done and which remains.
• Integrations — connects with other tools through pre-built links and an API.

Who it works with

Its customers are independent accounting firms and CPAs, together with the clients they serve.

Key facts

• Deployment: cloud-based
• Version: 8.0, with Microsoft Office 365 and Copilot integrations
• API: more than 75 endpoints