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

If you require help with the onboarding process or have any questions regarding this article, please email 


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