Our Presenters

Dave Mundy founded AuditDashboard in 2012 with a clear mission: to make accounting professionals’ lives easier. His vision? To develop and deliver a more connected, secure, and collaborative digital client experience to simplify and improve how accounting firms interact with their clients.

As President & Founder of AuditDashboard, Dave leads customer success, product development, and sales & marketing. Since its inception, Dave has grown AuditDashboard more than 200% each year and 175% in the first half of 2020, singe-handily expanding the Company’s global presence to the United States, Australia, Europe, and Canada. Under Dave’s leadership, AuditDashboard has not lost a customer in over five years because the personalized approach Dave uses makes digital transformations less intimidating and more attainable.

Dave’s message is a simple one. When professionals streamline and automate workflow, they have more capacity to provide proactive advice to more clients and complete higher-quality deliverables.

Simple, yet powerful enterprise-grade workflow solutions that make work easier for professionals and their clients.

AuditDashboard helps accounting firms of all sizes increase efficiency, unlock capacity, and deliver better team and client experiences. Their software solutions streamline, centralize, and standardize the workflow for exchanging information during complex tax, audit, review, and consolidation engagements. Their consultative approach empowers consistent experiences that drive efficiency and promotes project accountability in a completely secure way. Increase efficiency, security and enhance your client’s experience with AuditDashboard.

Thousands of professionals trust AuditDashboard including top firms like Grant Thornton, independent members from leading industry alliances, and select members from Inside Public Accounting’s Top 100.

You can view the recordings of AuditDashboard's prior webinars presented by Dave Mundy:

Beyond Client Service: Creating a Customer First Client Experience

Understanding your client’s journey and defining the client experience you want to deliver is key to expanding beyond compliance-based services. In this workshop-style webinar, Dave Mundy, President & Founder of AuditDashboard.com will share unique insights to help you position yourself and your team as trusted advisors. Join partners, department heads, and managers in thinking differently about your service delivery model - from your client’s perspective.

How to Make Your Next Digital Transformation a Success

Webinar Description: McKinsey Consulting estimates that 70% of digital transformations fail. This is a devastating statistic. The good news is that 30% of digital transformations are successful. In this webinar, you'll learn practical actions you can take to ensure your next digital transformation is among that 30%. Dave Mundy, President & Founder of AuditDashboard.com, shares key insights from lessons learned helping his customers avoid common mistakes adopting client-facing software at accounting firms around the world. Dave hopes to inspire you to think differently about your next investment in technology and increase the interest, adoption rate, and success of your next digital transformation.