Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Suralink's dynamic workflow solution can help you track engagement status and reduce time spent managing hundreds of documents. Suralink makes it easy for clients to engage with you. To ensure documents stay on track, create document request lists and establish timelines for completion. All client requests are stored in one place, which is updated in real-time and easily accessible by all involved in the engagement. For super-fast setup, import your spreadsheet list. You can create templates that you can reuse when adding clients. You can create a unique experience for users and make them feel secure by creating a sub-domain with your name and logo on the login page and in the system emails.
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
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Audit Dashboard Inc.
Founded
2012
Country
Canada
Website
www.auditdashboard.com
Vendor Details
Company Name
Suralink
Founded
2014
Country
United States
Website
www.suralink.com
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
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