AuditDashboard

A shared request list for audit, tax and cyber engagements

On AuditDashboard, a firm and its clients share one running register of requested documents, held in the cloud. It is aimed at audit, tax and cyber security engagements, where a firm needs information from a client before it can begin the review. The company describes its aim as streamlining and centralizing the workflow between firm and client, so that repeated chasing for documents stops slowing the engagement or leaving the file in a muddle.

The PBC request list

The core of the product is the PBC request list, a list of the supporting documents and information that a client has to prepare for the firm. The company says a well-developed list works like a project plan: it sets out exactly what the professional needs, who must supply it, and where each item stands. AuditDashboard builds this list as a single dynamic document that both firm and client can see and update, and it makes it easy to reconcile what is still outstanding at any time.

Document exchange and communication

Documents are collected and exchanged through the platform rather than by email, which the company says keeps information from being scattered across inboxes. Communication between the firm and its clients happens in the same place as the documents, so that questions and answers sit beside the items they concern. The company argues that this removes information silos, which it says damage productivity.

Dashboards for firm and client

Both the firm and the client see a dashboard that shows which work has been completed and which remains open. The company says this gives each side a clear view of the workload without chasing for updates. Firms use the view to manage their own team, and clients use it to see what they owe the firm and by when.

Legally binding e-signatures

The platform includes an electronic signature feature. A firm can request signatures from its clients without leaving AuditDashboard, and the company describes the signatures as legally binding. This is presented as part of the same workflow, so that a document can be collected, reviewed and signed in one place.

Integrations and the API

The product connects with other tools through a library of pre-built integrations and an API with more than seventy-five endpoints. Its version 8.0 includes integrations with Microsoft Office 365 and Copilot. Where a firm needs something that the library does not cover, the company offers integration work as a service, so that the platform can fit into an existing technology stack.

Security and onboarding

The company says its trust and security program goes beyond the accepted industry standards, both to protect the integrity of client data and to guard it against service disruption. On onboarding, the company says that a firm and its clients can be set up in minutes.

Who uses it

Its customers are independent accounting firms and certified public accountants, together with the clients those firms serve. The company says that accounting firms from several international networks and associations use the platform, and that it is designed to be intuitive enough that users can understand the benefits quickly.

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 does

• 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