Last Updated
Overview
AuditDashboard provides e-signatures to help firms collect legally binding approvals and close engagements faster without leaving the platform. This functionality significantly accelerates document turnaround times. While the interface can feel dense initially, the software’s secure document exchange and real-time insights make it ideal for CPA firms and tax professionals.
Overall Rating
Based on 5 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
AuditDashboard Specifications
Financial Reporting
Audit Trails
Auditing and Compliance
Alerts/Notifications
What Is AuditDashboard?
AuditDashboard is a cloud-based audit management platform designed to simplify how accounting and audit teams coordinate client requests and documentation. It centralizes PBC requests, secure file sharing, and approval workflows, reducing reliance on emails and spreadsheets. The platform provides real-time visibility into engagement progress, helping firms track outstanding items, manage workloads, and meet audit deadlines more consistently. By improving collaboration and transparency, AuditDashboard software supports faster audits and a more structured client experience.
AuditDashboard Pricing
AuditDashboard cost structure follows a custom pricing model that factors in firm size, engagement volume, and feature requirements.
Disclaimer: The pricing is subject to change.
AuditDashboard Integrations
The software supports integration with multiple platforms, such as:
- Microsoft 365 software
- Power BI
- HubSpot CRM software
- SignNow
- Practice Engine
Who Is AuditDashboard For?
AuditDashboard is ideal for the accounting industry, supporting the following use cases:
- CPA firms
- Internal audit teams
- Non-profit compliance
- Financial consulting
Is AuditDashboard Right For You?
Are you tired of managing audit requests via email and spreadsheets, which often result in missed documents, delays, and limited visibility? These gaps slow engagements and increase client friction. AuditDashboard addresses this by centralizing PBC workflows and approvals into a single platform. It eliminates communication breakdowns by scheduling engagement workflows, allowing teams to gain complete visibility into each client. Trusted by high-growth firms like NeonAudit, this SOC 2 Type 2 certified platform increases agility and operational efficiency.
Still not sure about AuditDashboard? Contact our support team at (661) 384-7070 for further guidance.
AuditDashboard Features
AuditDashboard streamlines PCB requests by enabling firms to import request lists from Excel. Professionals can view uploaded requests and monitor workflow status in real time. They can even send real-time feedback or ask for further details, while clients can track what remains outstanding.
The platform offers an encrypted, year-round file exchange portal that replaces insecure email attachments. It ensures data integrity through integrated antivirus, private link sharing, and file retention services, all available directly from the dashboard. It even enables users to drag and drop sensitive financial documents into an organized, access-controlled folder.
AuditDashboard features legally binding e-signature capabilities integrated directly into the engagement workflow. This way, the software automates the signature request process for engagement letters, financial statements, and related documents. Professionals can automatically track document status, reducing turnaround time.
This analytics module provides rich data visualizations of engagement performance and practice health. It monitors performance across the portfolios and optimizes scheduling workflows accordingly to maximize profitability. This puts auditors in control by ensuring everything is on track and anticipating potential delays to enable timely intervention.
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