Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your audit procedures through automation to shorten the audit cycle, elevate team productivity, and strengthen relationships with clients using Audit Suite™. This innovative cloud-based platform consolidates and standardizes the audit documentation and PBC request processes. By implementing automated workflows and providing immediate visibility into the status of each request, your audits can be finalized more efficiently and with fewer complexities. Our user-friendly audit workflow solution streamlines the entire lifecycle of documentation requests, from initiation to completion, enabling your team to concentrate on activities that add value. Eliminate the hours wasted on emailing, as Audit Suite™ will automatically inform all relevant custodians when new documentation requests are created, send gentle reminders, alert you of overdue tasks, and notify you when support has been received. Additionally, the Audit Suite™ portal grants both your team and clients easy access to the current status of all PBC requests, all within a single, centralized hub, ensuring transparency and improving collaboration throughout the audit process. Ultimately, embracing this technology empowers your team to perform audits more effectively and fosters a more positive experience for clients.
Description
AuditDashboard's cloud-based platform revolutionizes the way professionals and their clients gather information by standardizing the collection process. By promoting collaboration through a dynamic PBC request list, it simplifies the tracking of outstanding items, ultimately enhancing the client experience. The software enhances efficiency by consolidating communication and document management, effectively breaking down information silos that hinder productivity. By saving time and maintaining organization, it ensures that all parties remain informed and aligned. Users across firms appreciate that the secure and user-friendly interface not only optimizes the document collection process for a seamless client experience but also transforms engagements into collaborative initiatives, keeping everyone focused on their tasks. Additionally, both firm and client users value their dashboards, which provide a comprehensive overview of completed tasks and outstanding items, allowing them to visualize the workload status for all involved. This clarity fosters a more cooperative working environment that benefits everyone engaged in the process.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Audit Suite
Country
United States
Website
AuditSuite.com
Vendor Details
Company Name
Audit Dashboard Inc.
Founded
2012
Country
Canada
Website
www.auditdashboard.com
Product Features
Audit
Alerts / Notifications
No
Audit Planning
No
Compliance Management
No
Dashboard
Yes
Exceptions Management
No
Forms Management
No
Issue Management
No
Mobile Access
No
Multi-Year Planning
No
Risk Assessment
No
Workflow Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Audit
Alerts / Notifications
No
Audit Planning
No
Compliance Management
Yes
Dashboard
Yes
Exceptions Management
No
Forms Management
No
Issue Management
No
Mobile Access
No
Multi-Year Planning
Yes
Risk Assessment
No
Workflow Management
No