Introducing AuditDashboard to your Clients

We highly recommend sitting with your clients for their initial log-in. This ten-minute investment will ensure they understand:

  • Why you are asking them to do things differently.
  • Why AuditDashboard is better than email and other portals.
  • How easy it is to use.

At a minimum we recommend you:

Additionally, this help center can be a useful resource for both professional firm users and clients.  Encourage clients to review the lessons and help articles available here https://auditdashboard.zendesk.com/hc

If you require help with the onboarding process or have any questions regarding this article, please email support@auditdashboard.com 

 

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