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AuditDashboard

Client experience platform for accounting firms that runs PBC request lists, e-signatures and file exchange and links AI agents to the data.

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What the AI doesAI Connector (MCP) links Claude, ChatGPT and Copilot to live engagement and PBC data to draft follow-ups, review submitted files and pull populations for sampling
Who it servesAll practices
Starting priceQuote-based
Pricing modelQuote-based
Free trialNo
Best fitSmall firm, Mid-size firm
CategoryAudit & Assurance AI
Also fitsDocument Collection, OCR & Data Entry
Works withMicrosoft 365, Outlook, SharePoint, Salesforce, HubSpot, Power BI, Practice Engine, Microsoft Entra ID, Copilot, Claude, ChatGPT
SOC 2Stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

AuditDashboard is listed as a fit for small and mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: testing full populations, gathering evidence and building workpapers on the firm's own methodology. It also fits the Document Collection, OCR & Data Entry category.

What it costs

AuditDashboard is priced by quote, so the demo is where you get a number tailored to your firm.

Good to know

AuditDashboard runs the client side of an engagement — PBC request lists, e-signatures, scheduling and secure file exchange across audit, tax and other work — for independent firms in networks such as Allinial Global, PrimeGlobal and CPAmerica. Its AI Connector is an MCP link that lets your own Claude, ChatGPT or Copilot work with live engagement data under each user's permissions: draft follow-ups, review submitted files, pull populations for sampling. Pricing is by demo or discovery call, and SOC 2 Type 2 reports go back to 2016.

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