AuditDashboard Reviews & Product Details

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.

Seller

AuditDashboard

Discussions

AuditDashboard Community

Languages Supported

German, English, French, Dutch, Spanish

Solution Type

Best-of-Breed

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 Integrations

(12)

Verified by AuditDashboard

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Verified User in Accounting

Small-Business (50 or fewer emp.)

3/18/2026

"Well-Organized Client Details and Easy Information Segregation"

4.5/5

What do you like best about AuditDashboard?

All client details are well organised, and the information can be easily segregated. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Client shouldn't have access to deleted files that I have uploaded. Review collected by and hosted on G2.com.

Response from Danielle Tobin of AuditDashboard

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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!

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.

Adam S. L.

Co-Managing Partner

Small-Business (50 or fewer emp.)

12/18/2025

"Outstanding System with Exceptional Support"

5/5

What do you like best about AuditDashboard?

Amazing system with great support. Our firm loves it. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

I can't think of anything. Great product. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

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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!

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 engagement 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

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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 information 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

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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.