--- title: AuditDashboard Reviews meta_title: 'AuditDashboard Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 31 reviews by the users' company size, role or industry to find out how AuditDashboard works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 31 scale: '5' date_modified: '2026-07-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # AuditDashboard Reviews **Vendor:** AuditDashboard **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 31 ## About AuditDashboard AuditDashboard is the client experience and collaboration platform that helps accounting firms and their clients manage how information is exchanged during tax, audit, review, and cybersecurity engagements. The software solution automates engagement coordination, document management, and request tracking in a single workspace, replacing the fragmented mix of email threads, spreadsheet trackers, and disconnected systems that firms have traditionally relied on to coordinate assurance, tax, and advisory work. AuditDashboard is used by accounting professionals at firms of all sizes, from regional practices to global networks. Its users span service lines including audit and assurance teams, risk assurance advisors, corporate tax preparers, advisory consultants, and corporate finance teams, along with the client-side controllers, CFOs, and finance staff who supply supporting documentation. The platform is secure by design, backed by SOC 2 Type 2 reports since 2016, and offers white-label configuration, enabling firms to present a branded portal that integrates with their existing service delivery model. Beyond document collection, AuditDashboard provides scheduling tools to plan engagement timelines and milestones, generates real-time visibility into outstanding items for both firm and client teams, and applies automation and artificial intelligence to reduce manual coordination that consumes engagement hours. The platform connects with tools accounting teams already use, including Outlook, Microsoft 365, and Copilot, and syncs data across firm systems through native integrations and an open API. - Collaborative scheduling and prepared by client (PBC) request lists to streamline engagement coordination and organize requirements, information requests, and engagement milestones in one shared workspace. - Secure file sharing with Outlook integration and fully integrated electronic signatures, so large attachments and documents can move through a system of record rather than scattered email threads. - Engagement and practice insights that surface bottlenecks, track progress, and provide reporting on engagement performance across teams and service lines. - Artificial intelligence and automation to elevate the client experience, streamline routine tasks, and improve responsiveness. - Integrations and an open API that connect AuditDashboard with existing practice management, document management, and productivity tools. By consolidating engagement coordination into a standardized client experience platform, AuditDashboard reduces the time professional staff spend chasing information and managing administrative workflows, freeing capacity for substantive client work. ## AuditDashboard Pros & Cons **What users like:** - Users find AuditDashboard's **ease of use** enhances audit efficiency and improves client engagement during the process. (6 reviews) - Users value the **excellent customer support** provided by AuditDashboard, enhancing their overall experience and satisfaction. (2 reviews) - Users praise the **dashboard and reporting functionality** of AuditDashboard, enhancing visibility and improving performance metrics. (2 reviews) - Users appreciate the **efficiency** of AuditDashboard, enhancing the audit process from planning to review and quick client access. (1 reviews) - Users value the **efficiency improvement** of AuditDashboard, facilitating smoother audits from planning to execution. (1 reviews) - Improvement (1 reviews) - Integrations (1 reviews) - Users appreciate the **organized approach** of AuditDashboard, enhancing client request management and future planning efficiency. (1 reviews) - Progress Tracking (1 reviews) - Speed (1 reviews) **What users dislike:** - Users find that the **poor notifications** in Audit Dashboard often lead to important updates being overlooked. (1 reviews) ## AuditDashboard Reviews ### 1. AuditDashboard: Intuitive, User-Friendly Platform That Streamlines Audit Requests **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew W. | Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about AuditDashboard?** I’ve had a very positive experience using AuditDashboard. The platform is intuitive and easy to use, with a clean, well-thought-out design that makes managing audit requests and tracking status straightforward. Navigation feels natural, and everything is organized in a way that minimizes confusion and saves time. Our clients have also had great feedback. They find the platform clear, accessible, and easy to engage with, which improves communication and keeps audit processes moving smoothly. Overall, AuditDashboard is a highly effective and user-friendly solution that delivers a great experience for both our team and our clients. **What do you dislike about AuditDashboard?** Nothing to note. The platform is straight forward. **What problems is AuditDashboard solving and how is that benefiting you?** Significant time savings through organization of audit status and receiving request items. **Official Response from Nida Butt:** > Thank you so much for the wonderful review, Matthew!! We're thrilled to hear that both your team and your clients are having such a positive experience with AuditDashboard. It's great to know the platform feels intuitive and that it's helping keep audit processes moving smoothly for everyone involved. That's exactly what we're going for! Thanks again for trusting AuditDashboard. We look forward to continuing to support you and your clients! ### 2. Extremely Easy Client Communication Through the Dashboard **Rating:** 4.5/5.0 stars **Reviewed by:** Harini R. | Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2026 **What do you like best about AuditDashboard?** It is extremely easy to communicate with clients. Anything we require we upload on the dashboard and send it to them and they get notified and upload the necessary documents **What do you dislike about AuditDashboard?** It is not very client friendly. A lot of them struggle to understand how it works. Would prefer that if they get some training on how to use dashboard. **What problems is AuditDashboard solving and how is that benefiting you?** The problem of communication as we dont necessarily have to meet the client to get the information. We have the information we need through them uploading it on dashboard. **Official Response from Danielle Tobin:** > Thank you so much for the wonderful review, Harini, and for taking the time to share such detailed feedback!! We're thrilled to hear that communicating with clients and collecting documents through AuditDashboard has made your workflow so much easier. We appreciate you sharing your clients' experience. Have you shared a copy of the Client Introduction video specifically designed to introduce clients to the platform step-by-step? It's a great resource to share with clients before they log in for the first time. And since the client-facing dashboard mirrors what your team sees, most clients find it becomes quite intuitive once they've had that initial orientation. We also have a comprehensive Help Center (https://auditdashboard.com/help) with resources for both firm users and client users, a handy reference any time a question comes up. Thanks again for your feedback and for trusting AuditDashboard. We're always looking for ways to make the experience better for both your team and your clients, so this kind of insight means a lot to us! ### 3. Great UI and Client Collaboration That Makes Template Creation Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Didarul K. | Audit Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about AuditDashboard?** The ability to collaborate with the client and create templates is really helpful. The user interface is great and easy to use. **What do you dislike about AuditDashboard?** There’s no integration, so we have to download all the information first and only then we can start testing. **What problems is AuditDashboard solving and how is that benefiting you?** streamline the audit process and create great client service experiences. **Official Response from Nida Butt:** > Thank you so much for the wonderful review, Didarul!! We're thrilled to hear that AuditDashboard is helping streamline your workflow and deliver a great client experience. We appreciate you sharing the feedback about integrations. AuditDashboard offers several options that can eliminate the need to download files altogether, including our M365 + Copilot integration, which lets you view files directly in the platform, and if your firm has Copilot licenses, you can instantly summarize, query, and extract information from documents. We also have a SharePoint Sync integration that connects your Dashboard directly to SharePoint. And through our Integration-as-a-Service offering, we can work with your firm to build and deliver a custom integration with your working paper solution. You can explore further at www.auditdashboard.com/integrations. Thanks again for your feedback and for trusting AuditDashboard! ### 4. Effortless Audits and Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie S. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2025 **What do you like best about AuditDashboard?** Ease of use by both client and firm users. It helps to make all parts of the audit more efficient, from planning, execution, and even reviewing the file. It also allows us to roll forward our request lists much quicker, allowing the clients to have access earlier on, which has resulted in earlier uploads. We use it on as many audits as possible. **What do you dislike about AuditDashboard?** Nothing that I can think of. Our customer support rep always responds to issues identified quickly. **What problems is AuditDashboard solving and how is that benefiting you?** Improving efficiency, reducing the number of emails, making it easier for the reviewing to see what the preparer looked at therefore improving training opportunities **Official Response from Ashif Hemraj:** > Thank you for the fantastic review, Leslie!! We’re delighted to hear that AuditDashboard is helping both your firm and clients work more efficiently across the entire audit lifecycle, from planning through to review. It’s great to see the impact earlier access and faster roll-forwards are having on client uploads as well. We’re also pleased to hear your positive feedback about our support team. We’re proud to support you on as many audits as possible with a platform that runs better, faster, and more modern engagements! ### 5. Simple, Affordable, and Easy to Set Up with Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AuditDashboard?** Simple and affordable, with an easy setup for adding both clients and professionals. The reps are quick to respond and are easy to reach whenever I need help. **What do you dislike about AuditDashboard?** It can feel a bit clunky at times, but overall it’s fine. **What problems is AuditDashboard solving and how is that benefiting you?** SFTP is necessary for most, if not all, of our clients. AuditDashboard provides that service at a good cost and in a user-friendly environment, which makes it easy for us to support client needs. **Official Response from Danielle Tobin:** > Thank you so much for the wonderful review!! We're really pleased to hear that setup was smooth, that our support team has been responsive, and that AuditDashboard is helping you meet your needs at a good value. We'd love to hear more about the moments where things feel a bit clunky so we can keep improving. Actually, we insist. Please reach out so we can help. Thanks again for trusting AuditDashboard! ### 6. Seamless Integration and Outstanding Support with Audit Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about AuditDashboard?** Audit Dashboard is a practical tool that allows all members of the engagement team to easily track the process of client requests. The integration process was smooth with a trial run being undertaken before the full use of the system. Our team has commented on numerous occasions how appreciate they are for the quick response time of audit dashboard (a significant improvement from the old system we were using). Audit Dashboard has also developed and implemented multiple suggestions we have suggested which is appreciated. **What do you dislike about AuditDashboard?** The main downside of Audit Dashboard has been that the weekly status email notifications can often get ignored by client and staff due to the repetitiveness of these emails. **What problems is AuditDashboard solving and how is that benefiting you?** Through having the request lists for all engagements on a centralised request management system, allows better organisation and traceability of requests. There is also improved client experience, with a structured request list of what's needed, who the request is allocated to and when the request is required to be delivered by. **Official Response from Ashif Hemraj:** > Thank you for the thoughtful review and detailed feedback!! We’re really pleased to hear that AuditDashboard has improved request tracking, response times, and overall organization for your team. We also appreciate you highlighting our responsiveness to your suggestions - collaboration is very important to us as we work to make your professional life easier. We understand how repetitive emails can sometimes be overlooked. Did you know that each user can fully control the type and frequency of notifications they receive, including adjusting or disabling certain emails, so both staff and clients can tailor notifications to what’s most useful for them? Thanks again for your feedback and for trusting AuditDashboard. We’re proud to be a platform that not only improves audit workflows but continuously evolves based on real client needs. ### 7. Easy Document Management with Great Search, Client Communication, and Audit Trail. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about AuditDashboard?** Ease of use with documents. Easy to find documents with search function. Easy communication with client and good audit trail. **What do you dislike about AuditDashboard?** Unable to sort requests based on returned, submitted and pending. There used to be a sort function that would allow all similar requests to line up. **What problems is AuditDashboard solving and how is that benefiting you?** Communication with client for documentation. **Official Response from Danielle Tobin:** > Thank you so much for the wonderful review!! Hearing that document management, search, client communication, and the audit trail are all working well for you is outstanding. We appreciate you sharing that you miss the sort by status function. Thanks to your feedback, we've just discussed re-introducing it! Keep an eye out in an upcoming release. In the meantime, our filtering functionality lets you filter your request list by Outstanding, Returned, Submitted, and Accepted, along with additional filters like Assigned to Me, Due Date, Overdue, Modified Date and more. It may help you get a similar view. Thanks again for taking the time to share your feedback and for trusting AuditDashboard! ### 8. Well-Organized Client Details and Easy Information Segregation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2026 **What do you like best about AuditDashboard?** All client details are well organised, and the information can be easily segregated. **What do you dislike about AuditDashboard?** Client shouldn't have access to deleted files that I have uploaded. **What problems is AuditDashboard solving and how is that benefiting you?** You can add multiple clients to engagements and assign client requests to each work item. **Official Response from Danielle Tobin:** > Thank you so much for the thoughtful review and for highlighting how well-organized client details and information segregation are working for you!! To clarify, clients don’t have access to deleted files unless you’ve explicitly restored them. If you're seeing something that doesn't seem right, don't hesitate to reach out to our support team, as we’d be happy to make sure everything is working as it should. Thanks again for your feedback and for trusting AuditDashboard! ### 9. Transformative **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2025 **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. **What do you dislike about AuditDashboard?** We haven't encountered any issues with it **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. ### 10. Outstanding System with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Adam S. L. | Co-Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about AuditDashboard?** Amazing system with great support. Our firm loves it. **What do you dislike about AuditDashboard?** I can't think of anything. Great product. **What problems is AuditDashboard solving and how is that benefiting you?** Getting data from clients. **Official Response from Ashif Hemraj:** > Thank you for the fantastic feedback, Adam!! We’re delighted your firm loves AuditDashboard, and that we’re helping streamline client data collection - with great support to match! ### 11. AuditDashboard Client Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **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. **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 **What problems is AuditDashboard solving and how is that benefiting you?** AuditDashboard provides a secure portal solution for our clients and a easy information request list to track the documents flowing into our firm. ### 12. Seamless onboarding and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon R. | Shareholder, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **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. **What do you dislike about AuditDashboard?** Nothing significant comes to mind, so far. It's an easy product to use. **What problems is AuditDashboard solving and how is that benefiting you?** We have one source where all outstanding items are inventoried so engagement team and client are always on the same page. ### 13. Great Portal for Audits **Rating:** 5.0/5.0 stars **Reviewed by:** Tung P. | Shareholder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about AuditDashboard?** Easy to use and implementation. Helpful support. **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. **What problems is AuditDashboard solving and how is that benefiting you?** Client's uploaded documents and communication ### 14. Has proven to be useful! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **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. **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. **What problems is AuditDashboard solving and how is that benefiting you?** Organized approach to client request lists. Notifications to clients on what is still outstanding. Reporting for tracking purposes on status of each dashboard. ### 15. Audit Dashboard Feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2024 **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. **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. **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. **Official Response from Ashif Hemraj:** > 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! ### 16. A robust tool driving efficiency and the client experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2024 **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 **What do you dislike about AuditDashboard?** Nothing to report at this time, we would seek to report any feedback in real time. **What problems is AuditDashboard solving and how is that benefiting you?** Quality and consistency of user requests Efficiency in compliling requests and stopping a bottleneck (which used to be the lead auditor/client contact's email inbox). Greatly improved information security by getting audits out of email **Official Response from Ashif Hemraj:** > 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. ### 17. A great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Mark B. | Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2024 **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. **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. **What problems is AuditDashboard solving and how is that benefiting you?** Ensuring client provide us timely information before we start an engagement and the ability to see all my clients on the dashboard. ### 18. Audit Dashboard has been a significant help for our audit team and clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **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. **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 **What problems is AuditDashboard solving and how is that benefiting you?** Having all request items for an audit being kept in one place rather than filtering through emails **Official Response from Ashif Hemraj:** > 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! ### 19. Fantastic product makes our client management process easier **Rating:** 4.5/5.0 stars **Reviewed by:** Nick B. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2024 **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. **What do you dislike about AuditDashboard?** There may be impacts on some clients who don't like ongoing reminders about overdue items. **What problems is AuditDashboard solving and how is that benefiting you?** Enables effective management and monitoring of client requests, with full visibility and transparency for both the audit team and client team. ### 20. Exceptional customer service, prompt responses and great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about AuditDashboard?** Their service, functionalities and ease of use. The system is intuitive and easy for clients. It makes communication easier. It was very easy to implement and customer support has been prompt. **What do you dislike about AuditDashboard?** nothing much really, can be prettier in terms of custom color themes **What problems is AuditDashboard solving and how is that benefiting you?** Simplyfying audit requests lists for clients and internal users saving both parties time on a weekly basis during audit season. **Official Response from Ashif Hemraj:** > Thank you for your positive feedback! We're delighted to hear that you and your clients find AuditDashboard intuitive, and that it has enhanced communication across engagements. It's great to know that the implementation process was smooth, and that our customer support team has been prompt in providing assistance! ### 21. Successful AuditDashboard pilot that is now progressing to a full subscription. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about AuditDashboard?** Helps us organise our audit work and provide insights into activity between the client and the audit team to better plan for future years. **What do you dislike about AuditDashboard?** Team have been receptive of feedback and shared their roadmap - no dislikes to date. **What problems is AuditDashboard solving and how is that benefiting you?** Secure file sharing with clients that mirrors the audit process, as opposed to being a simple dropbox. **Official Response from Ashif Hemraj:** > Thank you for your great review! We're thrilled that AuditDashboard helps you organize audit engagements and plan resources effectively. It's also fantastic to hear our insights and secure file-sharing integrations are valuable to your team. We appreciate your feedback - if you need anything, we're here to help! ### 22. One of the best Application for Audit **Rating:** 4.5/5.0 stars **Reviewed by:** Vijay A. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2022 **What do you like best about AuditDashboard?** AuditDashboard is very useful in providing and storing information and helpful in Audit like Internal Audit of the Company. It is a one-step solution to many accounting problems. **What do you dislike about AuditDashboard?** This Application is overall good except few bugs and errors which can be improvised accordingly. As **What problems is AuditDashboard solving and how is that benefiting you?** AuditDashboard increases the efficiency of the work. It stores all the related data of the company for future reference. It provides ease of doing business as well as is very cost-effective even for a smaller business. **Official Response from Ashif Hemraj:** > Thank you for your review, Vijay! It is always great to hear that companies of all sizes are maximizing their efficiency and productivity with AuditDashboard. We are very interested in hearing more about the errors you have come across, as we are constantly working to improve the AuditDashboard platform. Please reach out to our support team at support@auditdashboard.com. ### 23. Five years of success!!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica K. | Senior Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2021 **What do you like best about AuditDashboard?** Our Audit group adopted AuditDashboard in 2015, and using it to request information from and communicate with our clients has become an integral part of our daily workflow. We love that all our client information is secure, organized and in one location. **What do you dislike about AuditDashboard?** No complaints! The staff at Audit Dashboard are very responsive. The development team at Audit Dashboards continue to add features that we didn't even know we needed. **Recommendations to others considering AuditDashboard:** It will be the best decision you will make by implementing AuditDashboard... Gone will be the days of "Where is that file" and searching endlessly in your inbox. **What problems is AuditDashboard solving and how is that benefiting you?** We've been using AuditDashboard for so long now I can't imagine what life would be like without it. The automated notifications prevent us from having to chase clients as much or worry that an email was missed or not forwarded to the audit team by the manager/partner. Having all the audit information centralized and updated in real-time has been a game-changer in efficiency and organization plus allows managers/partners to stay involved in the flow of work to staff/seniors. **Official Response from Ashif Hemraj:** > Jessica, thank you for your review! We're so proud to be a part of your continued success. Here's to another 5 years! ### 24. A great platform and an amazing team! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa M. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about AuditDashboard?** We evaluated many options, and of all the applications we looked at, AuditDashboard stood out. It's intuitive and straightforward to use. We were able to get things set up and running in a relatively short period. **What do you dislike about AuditDashboard?** One of the other solutions we evaluated had live chat support; however, after using AuditDashboard for six months, it's not necessary. We've only had one or two questions, and their support team has been so responsive it felt like a chat. **Recommendations to others considering AuditDashboard:** Sign up for a demo! The software is so intuitive that once you see it in action, you'll see the advantages. **What problems is AuditDashboard solving and how is that benefiting you?** Our team manages a large volume of engagements, and managing the client communications using Excel spreadsheets, and a basic client portal became very time-consuming. Within a matter of weeks, we were up and running on AuditDashboard. It has become the standard for how we request information, gather files, and track what's outstanding. Several clients have commented on how they love the new process - there's no doubt that AuditDashboard helps us deliver a great client experience. **Official Response from Ashif Hemraj:** > Thank you so much for your review, Lisa! We appreciate you taking the time to share your AuditDashboard experience with us - our clients' success is our top priority, and we are so happy to hear that AuditDashboard has been instrumental in improving your client experience! ### 25. Work Efficienct with AuditDashboard **Rating:** 4.5/5.0 stars **Reviewed by:** CS Ankita M. | Company Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** January 01, 2022 **What do you like best about AuditDashboard?** Audit Dashboard provides an efficient way of working and a digital client experience making it easily accessible to the data from anywhere as long as you have an internet connection. It provides a successful workflow for the firm as well as its clients. **What do you dislike about AuditDashboard?** As the software works on the internet and making it accessible where there are no net connections makes it difficult in urgent times overall the software is good. **What problems is AuditDashboard solving and how is that benefiting you?** It is a Compliance Audit Manager making the compliance easy and timely Less paperwork and more accurate and timely information are available. The dashboard provides a current view of audit engagements and related audit activities, making it easy to plan work. ### 26. Significant Efficiencies Gained! **Rating:** 5.0/5.0 stars **Reviewed by:** Vince M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2022 **What do you like best about AuditDashboard?** Real-time, intuitive visibility into the status of each engagement has allowed us to save on time and cost. **What do you dislike about AuditDashboard?** Lack of ability to adjust the frequency of engagement status emails. **What problems is AuditDashboard solving and how is that benefiting you?** Organization **Official Response from Ashif Hemraj:** > Hi Vince, thanks for your complimentary feedback! It's always great to hear how AuditDashboard is making professional lives easier and that you've been able to realize so much value in your first few months. Did you know that each user can quickly customize the frequency and type of notifications from their settings menu? I've just sent you an email with some more information about the variety of options available. ### 27. Good Audit management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2021 **What do you like best about AuditDashboard?** Great workflow process to manage requests from clients. It helps to organize PBC's received from clients in a safe manner. **What do you dislike about AuditDashboard?** Nothing to dislike. The software works as its supposed to and creates a smooth workflow. **Recommendations to others considering AuditDashboard:** Just try it. It will make your life that much easier. **What problems is AuditDashboard solving and how is that benefiting you?** It creates a time efficiency because it removes our team from having to manually manage our requests since Audit dash does that for us. **Official Response from Ashif Hemraj:** > Thank you for sharing your review! Your feedback helps us improve AuditDashboard and make your professional life easier, and we're happy to hear that the platform has made your workflow more efficient. ### 28. Love audit dashboard! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2022 **What do you like best about AuditDashboard?** It is very intuitive and provides the ability to provide instant feedback to the client with questions in a more informal manner than drafting an email or calling **What do you dislike about AuditDashboard?** Nothing really, it is a great product and I may recommend that it be expanded to any business with a a client assistance list. It does not need to be confined just to audit **Recommendations to others considering AuditDashboard:** N/A **What problems is AuditDashboard solving and how is that benefiting you?** It makes communication easier and more fluid with clients going back and forth about requested items **Official Response from Ashif Hemraj:** > Thank you for sharing your review! We are always happy to get feedback and hear that AuditDashboard is making your professional life easier. ### 29. Audit dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2022 **What do you like best about AuditDashboard?** features like Tracking of workload, adding audit team member, adding client **What do you dislike about AuditDashboard?** There is nothing to dislike in this application **What problems is AuditDashboard solving and how is that benefiting you?** Tracking, PBC, esign and engagement management ### 30. My time with AuditDashboard **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about AuditDashboard?** The user interface is very intuitive and easy to navigate. **What do you dislike about AuditDashboard?** It took a little bit of time to customize but the payoff was worth it. **What problems is AuditDashboard solving and how is that benefiting you?** Great for file management, sign offs and keeping track of review. ### 31. Excellent Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2021 **What do you like best about AuditDashboard?** The electronic signature is the best part of my experience. **What do you dislike about AuditDashboard?** Nothing. Actually, really good platform. **What problems is AuditDashboard solving and how is that benefiting you?** Electronic signature over WWW! **Official Response from Ashif Hemraj:** > Thank you for your kind review - we agree, the e-signature integration is pretty awesome! ## AuditDashboard Discussions - [What is AuditDashboard used for?](https://www.g2.com/discussions/what-is-auditdashboard-used-for) - [View AuditDashboard pricing details and edition comparison](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+20%3A19%3A16+-0500&secure%5Bsession_id%5D=9974578e-4a90-4608-8661-bdac628bdb49&secure%5Btoken%5D=7718772b5488826c78958b47129b47b492c3671b76c88e870557efbd7623b36b&format=llm_user) ## AuditDashboard Integrations - [Box](https://www.g2.com/products/box/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [IRIS Practice Management](https://www.g2.com/products/iris-practice-management/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft 365 Copilot](https://www.g2.com/products/microsoft-microsoft-365-copilot/reviews) - [Microsoft Copilot](https://www.g2.com/products/microsoft-copilot/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews) - [SharePoint Integration](https://www.g2.com/products/sharepoint-integration/reviews) - [SignNow API](https://www.g2.com/products/signnow-api/reviews) ## AuditDashboard Features **Audit** - Automation - Risk - Compliance - Globalization **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Analytics** - Behavior Analysis - Risk Analysis - Optimization **Collaboration** - Collaboration - Tasks - Version Control **Agentic AI - Financial Audit** - Proactive Assistance **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top AuditDashboard Alternatives - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (708 reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (889 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)