AuditDashboard offers cloud-based workflow software that enhances collaboration between accounting professionals and their clients during audits, reviews, and tax engagements. The company aims to replace manual processes with secure, centralized platforms, improving efficiency and client experiences. Founded by experts with Big 4 accounting backgrounds, AuditDashboard values long-term customer relationships and employee ownership.

The software includes features such as PBC request management for tracking document requests, a secure document exchange for sharing sensitive data, and automated workflow tools that help manage deadlines and notifications. Client dashboards provide an intuitive interface for clients to view tasks and communicate with auditors. AuditDashboard serves small to mid-sized CPA firms and enterprise clients, including Fortune 500 companies, and boasts a 99% customer retention rate over five years. The company emphasizes integrity, customer-centricity, and agility in its operations, focusing on ethical conduct and responsiveness to client needs.