Firms love that our secure, intuitive software not only streamlines the entire document collection process to provide a hassle-free client experience, it turns engagements into collaborative projects and helps keep everyone on track

Legally-binding e-signature solution, integrated for an affordable price.

Automate the Signature Request Process for

Visualize the status of everyone's workload.

Both firm and client users appreciate that their dashboard gives them a clear picture of what has been completed and what is still outstanding

Onboard your team and clients in minutes.

Users love Audit Dashboard because it is naturally intuitive, easy to use, clarifies engagement expectations, and keeps everyone up to date

You Are in Good Company

Independent accounting firms from the world's best networks and associations trust Audit Dashboard

Your security gets our full support so your clients can have yours.

Our trust and security program exceeds industry accepted security standards to protect both the integrity of your customers' data and guard it against service disruptions

What customers are saying...

Audit Dashboard was quick to help us get up and running
We completed our training on a Friday in late January and were using Audit Dashboard with our first group of clients the following Monday
It didn’t take us long to understand the benefits and after a month, we increased our licenses by 35%

AuditDashboard Adds Fully Integrated Electronic Signature Solution

Customers can now request electronic signatures – all without leaving the platform

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

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

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