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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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Audit
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
Product Features
Audit
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management