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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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