Audit Dashboard Inc.

AuditDashboard is a leading software solution designed specifically for CPA firms, enabling them to improve workflow and client collaboration effectively. Over the past five years, AuditDashboard has achieved an incredible customer retention rate of 99%, showcasing the trust that accounting professionals place in the company. Founded in 2012 by Dave Mundy, the company was born out of a desire to simplify the often cumbersome processes involved in audit and tax engagements. By focusing on the needs of its clients and leveraging secure portal technology, AuditDashboard has transformed the traditional Prepared By Client (PBC) request process into a seamless and efficient experience.

The software aims to make engagements more collaborative, offering users intuitive features that streamline document sharing, request management, and client communications. Users have praised the platform for its ease of use, significantly reducing the complexity usually associated with document collection in professional practice. The company is based in Oakville, Ontario, Canada, and has built relationships with independent accounting firms from the best networks globally, demonstrating a commitment to service excellence and continuous improvement.