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AuditDashboard Reviews & Product Details

AuditDashboard helps accounting professionals and their clients standardize the process for exchanging information during a complex tax, audit, review or consolidation engagement. AuditDashboard's dynamic collaboration tools drive efficiency by centralizing communication and document management to eliminate information silos that erode productivity.

Seller

AuditDashboard

Discussions

AuditDashboard Community

Languages Supported

English

Product Description

AuditDashboard is an intuitive, web-based platform designed to streamline the information collection process for professionals and their clients. By centralizing document management, electronic signatures, and client communications, it enhances collaboration and efficiency in audit, tax, and cybersecurity engagements. The platform simplifies complex workflows, ensuring a consistent and secure client experience. Key Features and Functionality: - PBC (Prepared by Client Request Lists: Facilitates the creation, management, and tracking of client document requests, improving organization and reducing manual follow-ups. - Electronic Signatures: Integrates legally binding e-signature capabilities, allowing for the seamless signing of proposals, engagement letters, and financial statements. - Secure File Sharing: Provides a centralized, secure environment for year-round document exchange between professionals and clients. - Engagement Management: Offers tools to monitor the progress of engagements in real-time, ensuring transparency and accountability. - Automated Notifications: Keeps all parties informed with automatic updates on request statuses, reducing the need for manual communication. - User-Friendly Interface: Designed with an intuitive layout, minimizing the learning curve and enhancing user adoption. Primary Value and Solutions Provided: AuditDashboard addresses the common challenges of managing client requests and document exchanges by centralizing these processes into a single, secure platform. It eliminates the inefficiencies associated with traditional methods, such as email and spreadsheets, by automating workflows and providing real-time visibility into engagement statuses. This leads to improved client satisfaction, enhanced team collaboration, and increased operational efficiency for accounting firms.

Overview by

Dave Mundy (President & Founder, AuditDashboard.com)

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

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AuditDashboard Media

AuditDashboard Demo - Project Management Insights

Gain the visibility you need to manage an engagement effectively. Keep staff and clients on the same page with real-time status updates that allow staff to switch between engagements as information becomes available.

AuditDashboard Demo - Centralized Communication

Centralize communication and file management to eliminate information silos that destroy productivity. Prevent duplicate requests, lost emails and misplaced files.

Invite colleagues and clients to collaborate on one dynamic PBC request list where it's easy to keep track of inquiries, files and automatically track what's outstanding.

AuditDashboard Demo - Electronic Signature Requests Integrated

The API-based integration is more secure; it helps automate and speed up existing processes. It helps improve the experience for the initiator, the signer, and the manager responsible for overseeing the process.

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Verified User in Accounting

Small-Business (50 or fewer emp.)

4/18/2025

"Transformative"

5/5

What do you like best about AuditDashboard?

The dashboard and reporting feature are head and shoulders above what we've used in the past. It enables us to see quickly not only what remains outstanding from our request list, but also provides key metrics to improve client relations and our own performance. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

We haven't encountered any issues with it Review collected by and hosted on G2.com.

What problems is AuditDashboard solving and how is that benefiting you?

Our two previous file sharing and client request list services did not sufficiently allow us to manage our engagements. One became glitchy and the other's reporting feature was not robust. We considered several solutions and AuditDashboard fulfilled all of our requirements. This is the first time that all of our associates are completely satisfied with the FTP/list management service. Review collected by and hosted on G2.com.

Verified User in Accounting

Mid-Market (51-1000 emp.)

8/1/2025

"AuditDashboard Client Review"

4.5/5

What do you like best about AuditDashboard?

The Fit-for-purpose of the Engagement Module to our business use-case. Our clients have shared very positive feedback on this product and as a user, this was very easy to understand. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

The challenge with AuditDashboard is related to ensuring clients are sufficiently trained, a training module for clients would be a nice addition Review collected by and hosted on G2.com.

Brandon R.

Shareholder

Mid-Market (51-1000 emp.)

2/18/2025

"Seamless onboarding and easy to use."

5/5

What do you like best about AuditDashboard?

Very easy to use. Our clients embraced it quickly. Nice to have one source of truth regarding outstanding engagment items. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing significant comes to mind, so far. It's an easy product to use. Review collected by and hosted on G2.com.

Tung P.

Shareholder

Small-Business (50 or fewer emp.)

2/18/2025

"Great Portal for Audits"

5/5

What do you like best about AuditDashboard?

Easy to use and implementation.

Helpful support. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

It would be helpful to section it out (visually) to different audit areas and have ability to add sub-folders. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

8/20/2024

"Has proven to be useful!"

4/5

What do you like best about AuditDashboard?

It is nice to have an organized approach to client requests items. It has proven helpful for both staff and clients. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

If there could be more flexibility with who has access to what dashboards and how you would make changes in bulk would be most helpful. Also, if there was a way to only restrict users on the client side of things without impacting the professional staff that would be helpful. I'd love to be able to sort it by completion percentage or to have some ability to track work flow in the system. The snap shots are helpful but at times not enough. On the topic of snap shots, it would be great if we could get a snap shot of comments left in each dashboard or even how many comments/notes a client has left in a dashboard within our emailed weekly/daily notices that would be helpful. Review collected by and hosted on G2.com.

Verified User in Accounting

Mid-Market (51-1000 emp.)

8/8/2024

"Audit Dashboard Feedback"

4.5/5

What do you like best about AuditDashboard?

Able to easily navigate the site, I.e., add an engagement, client and professional users, add/delete requests. Categorizing requests by reference is a good feature. Adding comments is helpful. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

When a client uploads additional information to a request after initially submitting something, a notification is not sent to us.

Also, sometimes a document can be uploaded to a request, and the request status stays at outstanding vs submitted.

When a client just adds a comment to a request vs uploading something, sometimes those are missed until later or we may think that the item is outstanding but really is N/A for the engagement or the client needs clarification on the request. It would be nice to add a sort of "help me" status to a request for clients to use, so we can address those quicker to lessen the time items are outstanding. Review collected by and hosted on G2.com.

What problems is AuditDashboard solving and how is that benefiting you?

Before Audit Dashboard, we used ShareFile. Nothing against ShareFile, but it was harder with it to know what audit documents were provided and what was not as clients could upload all requests in one "batch". With Dashboard, we can check the status of requests to better serve our clients as documents are categorized by audit area, I.e., cash, revenue, expenses, etc. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

edit

Thank you for your great review!

We are happy to hear that your team and clients are finding AuditDashboard easy to use, and that the platform is helping to keep things organized.

Did you know that you can control notifications for each of your engagements, whether you'd like to get emails about comments or any other changes in a request? Our support team is available any time to assist with getting your notifications customized to suit your needs!

Verified User in Accounting

Mid-Market (51-1000 emp.)

8/17/2024

"A robust tool driving efficiency and the client experience"

5/5

What do you like best about AuditDashboard?

Very efficient in getting all the information to the whole audit team at the same time

Has been a key part in streamlining inforamtion requests and improving the quality of clients experiences during the audit

Client feedback on the ease of use as well as a single source of truth has been excellent

We have had very very few instances where we need to contact customer support

Have used the reporting for debriefing with clients to improve the way the audit is conducted in future years Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing to report at this time, we would seek to report any feedback in real time. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

edit

Thank you for taking the time to share your experience with AuditDashboard! It’s fantastic to hear that the platform is playing such a pivotal role in streamlining information requests and enhancing the audit process for both your team and your clients.

Your positive feedback, particularly about the ease of use and the single source of truth, is appreciated. It’s great to know that you’ve found value in our reporting tools for debriefing and planning future audits.

We’re also glad that your need for customer support has been minimal, as that reflects our commitment to providing a reliable, easy-to-use platform.

Mark B.

Partner

Mid-Market (51-1000 emp.)

8/25/2024

"A great experience"

5/5

What do you like best about AuditDashboard?

AuditDashboard is very user friendly and our clients have really responded well to the product which means we have a more efficient audit process. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

The only thing I dislike is the "accepted" function as some clients think the audit work has been done when it really hasn't. Review collected by and hosted on G2.com.

Verified User in Accounting

Mid-Market (51-1000 emp.)

8/13/2024

"Audit Dashboard has been a significant help for our audit team and clients"

5/5

What do you like best about AuditDashboard?

The ability to easily on-board our audit clients and tailor the requests we make.

Additionally the actual front dashboard and how it visualises where all the jobs are up to.

The customer support team have been very helpful in our first year using the software. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

There are some features we are hoping will be implemented such as the ability to upload full folder attachments rather than just the documents within a folder Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

edit

Thank you for sharing your review! I’m glad to hear that your experience with AuditDashboard has been positive, and that the Dashboard overview is helping you keep track of your jobs.

Did you know that you can upload an entire ZIP file at once, instead of individual files? This feature is useful if there are multiple files to attach to a request.

I’m especially happy to hear that our support team has been helpful, and that your clients are finding it easy to get started with AuditDashboard!

Nick B.

Chief Executive Officer

Small-Business (50 or fewer emp.)

5/12/2024

"Fantastic product makes our client management process easier"

4.5/5

What do you like best about AuditDashboard?

We moved to AuditDashboard around 4 years ago as a way to manage our client request documentation, and move away from SharePoint. The product allows us to easily send and monitor requests, and allows a secure way for our clients to easily drag and drop items we need. We use the product for all engagements large and small. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

There may be impacts on some clients who don't like ongoing reminders about overdue items. Review collected by and hosted on G2.com.