AuditDashboard API
AuditDashboard is audit client collaboration software used by accounting firms and internal audit teams to manage prepared-by-client (PBC) request lists, collect evidence securely, track engagement milestones, assign work, and communicate with client stakeholders. An unofficial API le
What is AuditDashboard?
AuditDashboard is a secure cloud platform that streamlines audit engagements by centralizing PBC request management, document exchange, approvals, and client communication between firms and their clients. Teams use AuditDashboard to coordinate request lists, assign owners, track due dates and statuses, collect evidence with versioning and audit trails, review and approve submissions, and report progress via dashboards and analytics.
Core product areas include:
- Engagement Management (engagement metadata, milestones, roles)
- PBC Request Management (request lists, categories, assignments, statuses)
- Secure Document Exchange (uploads, versioning, virus scan, retention)
- Client Collaboration (comments, notifications, reminders)
- Approvals & Sign-Offs (review states, approver workflows)
- Analytics & Reporting (progress, aging, SLA adherence)
Common data entities:
- Firms, Users, Roles/Permissions (Partner, Manager, Staff, Client Contact)
- Clients (organizations, contacts, locations)
- Engagements (service type, fiscal year, status, team)
- Request Lists & Request Items (categories, tags, due dates, dependencies)
- Documents (file metadata, versions, checksums, links to request items)
- Comments/Activity (notes, mentions, timestamps)
- Approvals (review status, approvers, signatures, timestamps)
- Issues/Findings (observations, severity, remediation)
The AuditDashboard Integration Challenge
Audit teams rely on AuditDashboard every day, but turning portal-first workflows into API-driven automation requires careful handling:
- Role-aware portals: Firm staff and client contacts see different data, statuses, and actions
- Evidence rigor: Document versioning, virus scanning, and audit trails must be preserved
- Front-end-first flows: Requests, comments, and approvals are optimized for UI interaction
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation
- Data spread: Key context lives across engagements, request lists, documents, and comments
How Supergood Creates AuditDashboard APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your AuditDashboard tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened AuditDashboard adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as AuditDashboard evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Engagements
/engagementsList engagements with filters and summary details.
PBC Requests
/engagements/{engagementId}/requestsCreate a PBC request item with category, due date, assignments, and client-facing options.
Request Updates
/engagements/{engagementId}/requests/{requestId}Update request status, due dates, assignments, and review notes.
Documents
/engagements/{engagementId}/documentsUpload evidence and optionally link it to a specific request item.
Use Cases
Engagement & Client Data Sync
- Mirror engagements, clients, and team assignments into your internal systems - Keep engagement metadata current for analytics, dashboards, and SLA tracking - Normalize service types (Audit, Review, SOC, Internal Audit), fiscal years, and statuses
PBC Request Automation
- Generate request lists from your ERP/GL and risk/control libraries - Assign owners, set due dates, and trigger reminders automatically - Track statuses to drive escalations and push updates back to AuditDashboard
Evidence Collection, Review & Approvals
- Upload evidence from your product or DMS and link to request items - Use AI to classify documents, extract figures (e.g., trial balance totals), and flag mismatches - Record review outcomes, approvals, and sign-offs with audit logs
Issues & Findings Workflow
- Capture findings during fieldwork and route remediation tasks - Sync observations into GRC tools (e.g., AuditBoard, Workiva) with metadata - Report closure status and link final evidence back to the engagement
Notifications & SLA Management
- Orchestrate reminders based on due dates, inactivity, or missing evidence - Push notifications to Teams/Slack or email and track delivery - Maintain SLA dashboards for partners, managers, and client stakeholders
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of engagements, requests, documents, approvals, and activity
Security
Encrypted transport, scoped tokens, and audit logging; respects AuditDashboard role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., client approvals, document uploads)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume request list sync and document processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Engagements, PBC Request Lists, Secure Document Exchange, Approvals/Sign-Offs, and Client Collaboration, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We normalize PBC requests, approvals, and evidence to match your schema and deliver updates via webhooks or polling while complying with rate and permission constraints. We commonly integrate with AuditBoard, Workiva, SharePoint, Box, Jira, and ServiceNow.
Yes. We support downloading approval artifacts and uploading attachments via signed uploads, with checksum validation and time-limited URLs. Approval states and signature requirements are modeled explicitly in our normalized responses.