AuditDashboard

AuditDashboard is a Canadian client experience platform for accounting firms. It replaces email chains around the provided-by-client request list with a shared dashboard where firms and clients exchange files and see which items are still missing. Its latest release, version 8.0, adds Microsoft Office 365 integrations.

What AuditDashboard offers

• PBC request lists — builds and tracks the documents clients must supply during an engagement.
• Secure file exchange — clients upload documents into one place instead of sending them by email.
• E-signature — legally binding signing for engagement letters, financial statements and similar documents.
• Integrations — pre-built connectors, more than 75 API endpoints and custom integration work on request.
• Status reporting — dashboards showing which items each client has finished and which are still due.
• Security controls — a trust and security programme around client data.

Who it works with

Independent CPA and accounting firms handling audit, tax and cyber security engagements, including members of international networks and associations.

Key facts

• Based in: Canada
• Current release: version 8.0
• API: more than 75 endpoints