Audit Dashboard is very easy to use, for both auditors and clients. It helps track the status of audits through each of the audit phases (planning, execution, and completion). It significantly reduces the number of email exchanges and eliminates the need to send out a planning letter at the beginning of the audit, as well as updated outstanding item lists throughout the audit. Comments and queries can be added to specific requests where the client is able to see what has been uploaded to avoid misunderstandings. It makes it easier to identify where the issue areas of the file are based on how many times certain requests have been returned to the client. Definitely and increase to overall audit efficiency, and it has helped many of my audits to get started earlier than anticipated as clients will start to slowly upload documents earlier on when the list is broken down into separate requests.

The hardest part about switching to a new platform for exchanging audit documents is getting everyone on board with the changeover. However, the switch was easier than expected as most clients were able to grasp how the platform works with a simple introduction email template and access to a short how-to video. We also have some clients that are paper based and do not like having to scan and upload documents, so for these particular clients, the platform is not as useful.

Fantastic overall, has been a big change for our team and our clients and has been a huge improvement to our processes

The ease of use and security for our clients is critical for our business.

The flexibility of notifications could be improved

Some clients enjoyed it and we are looking forward to this year when they can see all the information they sent us last year.

Ability to track the information list. Ability for client to see the information they sent us last year.

Sometimes have problems with the search. Would be helpful if client could mark as "complete" (and item would not show in their list but would still show on accountant's list) and then accounting firm could mark as "cleared" (which would be the same and the current complete.

If we experience issues, the audit dashboard team responds to our queries right away and consistently reviews any outstanding concerns.

We have a client who complaints a lot about auditdashboard like the ease of using it. The audit is ongoing, and we will see if the client will still complaint.

It is a good investment, though abit pricey but it has been very much useful in obtaining the requried information hassle free

With the use of audit dashboard, it has allowed our staff to access all the PBC data at one place and we do not have any more cases of lost mails/lost information etc. Clients are promptly informed when they have an existing request that is not replied to and client lead time to respond has also become shorter

I think what would be good is just like how the client is informed via email when the auditors put in a request, it wuld be good if the auditors also get a email whenever the client responds to the queries so that we can check.