--- title: AuditDashboard Reviews meta\_title: 'AuditDashboard Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 34 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: 34 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # AuditDashboard Reviews & Product Details Visit Website 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. * * * Product Website AuditDashboard Seller [AuditDashboard](https://www.g2.com/sellers/auditdashboard-a81ab86f-45e6-414f-b367-07b219143da6) Discussions [AuditDashboard Community](https://www.g2.com/products/auditdashboard-inc-auditdashboard/discuss) Languages Supported German, English, French, Dutch, Spanish Solution Type Best-of-Breed Overview by Dave Mundy (President & Founder, AuditDashboard.com) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month [ View More Pricing Information ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/pricing) ## AuditDashboard Integrations (14) What do users say about integrations? Verified by AuditDashboard [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Box ](https://www.g2.com/products/box/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ChatGPT ](https://www.g2.com/products/chatgpt/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Claude ](https://www.g2.com/products/claude-2025-12-11/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") IRIS Practice Management ](https://www.g2.com/products/iris-practice-management/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft365/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 Copilot ](https://www.g2.com/products/microsoft-microsoft-365-copilot/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Copilot ](https://www.g2.com/products/microsoft-copilot/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Entra ID ](https://www.g2.com/products/microsoft-entra-id/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft SharePoint ](https://www.g2.com/products/microsoft-sharepoint/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce CRM Connector ](https://www.g2.com/products/salesforce-crm-connector/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SharePoint Integration ](https://www.g2.com/products/sharepoint-integration/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SignNow API ](https://www.g2.com/products/signnow-api/reviews) Show More ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA 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. 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 Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-10000842/official_response/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! Current UserValidated ReviewerSource: Organic ![Nick B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nick B.") NB 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. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Mid-Market (51-1000 emp.) 7/23/2024 "Exceptional customer service, prompt responses and great product" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about AuditDashboard? nothing much really, can be prettier in terms of custom color themes Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-9917687/official_response/edit) 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! Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Mid-Market (51-1000 emp.) 8/9/2024 "Successful AuditDashboard pilot that is now progressing to a full subscription." 5/5 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. Review collected by and hosted on G2.com. What do you dislike about AuditDashboard? Team have been receptive of feedback and shared their roadmap - no dislikes to date. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-9983462/official_response/edit) 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! Validated ReviewerSource: Organic VA Vijay A. Account Manager Small-Business (50 or fewer emp.) 7/14/2022 "One of the best Application for Audit" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about AuditDashboard? This Application is overall good except few bugs and errors which can be improvised accordingly. As Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-6848410/official_response/edit) 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. Validated ReviewerIncentivizedSource: G2 invite JK Jessica K. Senior Audit Manager Mid-Market (51-1000 emp.) 9/16/2021 "Five years of success!!!!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-5005783/official_response/edit) Jessica, thank you for your review! We're so proud to be a part of your continued success. Here's to another 5 years! Current UserValidated ReviewerSource: Organic LM Lisa M. Manager Small-Business (50 or fewer emp.) 8/17/2021 "A great platform and an amazing team!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-4941473/official_response/edit) 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! 8/17/2022 Current UserValidated ReviewerSource: Organic ![CS Ankita M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CS Ankita M.") CM CS Ankita M. Company Secretary Small-Business (50 or fewer emp.) 1/1/2022 "Work Efficienct with AuditDashboard" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 1/4/2022 Validated ReviewerIncentivizedSource: G2 invite ![Vince M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vince M.") VM Vince M. CEO Small-Business (50 or fewer emp.) 6/6/2022 "Significant Efficiencies Gained!" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about AuditDashboard? Lack of ability to adjust the frequency of engagement status emails. Review collected by and hosted on G2.com. What problems is AuditDashboard solving and how is that benefiting you? Organization Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-6707213/official_response/edit) 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. Validated ReviewerSource: Organic ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") UB Verified User in Banking Small-Business (50 or fewer emp.) 12/28/2021 "Good Audit management tool" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about AuditDashboard? Nothing to dislike. The software works as its supposed to and creates a smooth workflow. Review collected by and hosted on G2.com. Recommendations to others considering AuditDashboard: Just try it. It will make your life that much easier. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Ashif Hemraj of AuditDashboard [Editedit](https://www.g2.com/survey_responses/auditdashboard-review-5235724/official_response/edit) 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. 5/6/2022 Validated ReviewerIncentivizedSource: G2 invite ## Questions about AuditDashboard? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about AuditDashboard ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/discussions/new) GU Guest User What is AuditDashboard used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-auditdashboard-used-for) [ View all Discussions ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 7 months [ View More Pricing Information ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/pricing) AuditDashboard Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_296cd216da1c2d8f6d0c8b69f23b795a/suralink.png "Product Avatar Image") Suralink 4.5/5(176) [ Compare Now ](https://www.g2.com/compare/auditdashboard-inc-auditdashboard-vs-suralink) ##### ##### AuditDashboard Features Analytics Behavior Analysis Risk Analysis Optimization Audit Automation Risk Compliance Communication Client Portals [ View More Features ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/features) ## Top-Rated Alternatives [ ![Canopy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![Karbon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karbon") Karbon 4.8/5(915) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome") TaxDome 4.7/5(713) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/auditdashboard-inc-auditdashboard/competitors/alternatives) ##### Categories on G2 [Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management)[Financial Audit](https://www.g2.com/categories/financial-audit) ##### Explore More [Best software for ensuring deployment compliance](https://www.g2.com/discussions/best-software-for-ensuring-deployment-compliance)[Best partner management system for increasing revenue](https://www.g2.com/discussions/best-partner-management-system-for-increasing-revenue)[corporate learning management system](https://www.g2.com/discussions/help-me-choose-a-good-corporate-learning-management-system-in-2025) [What PR analytics tools work for a mid-size company that wants to track brand mentions and earned media without paying for an enterprise monitoring suite?](https://www.g2.com/discussions/what-pr-analytics-tools-work-for-a-mid-size-company-that-wants-to-track-brand-mentions-and-earned-media-without-paying-for-an-enterprise-monitoring-suite)[Which affiliate marketing tools make it easy for publishers and partners to track their own performance without constantly pinging your team?](https://www.g2.com/discussions/which-affiliate-marketing-tools-make-it-easy-for-publishers-and-partners-to-track-their-own-performance-without-constantly-pinging-your-team)[Pros and Cons Details](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)