--- 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 Pros and Cons: Top Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find **AuditDashboard easy to use** with intuitive features and straightforward implementation, enhancing overall efficiency. [(6 mentions)](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465215&qs=pros-and-cons#reviews)

Users commend the **excellent customer support** of AuditDashboard, enhancing their overall experience and satisfaction. [(2 mentions)](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465176&qs=pros-and-cons#reviews)

Users appreciate the **intuitive dashboard and reporting features** that enhance performance and client relations effectively. [(2 mentions)](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465300&qs=pros-and-cons#reviews)

Users praise the **efficiency** of AuditDashboard, streamlining the entire audit process for quicker access and uploads. [(1 mentions)](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465232&qs=pros-and-cons#reviews)

Users appreciate the **efficiency improvement** of AuditDashboard, streamlining the audit process for quicker access and earlier uploads. [(1 mentions)](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465132&qs=pros-and-cons#reviews)

Users find the **poor notifications** of Audit Dashboard tend to be overlooked, reducing their effectiveness in communication. [(1 mentions)](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465248&qs=pros-and-cons#reviews)

### Top Pros or Advantages of AuditDashboard

##### 1. Ease of Use

Users find **AuditDashboard easy to use** with intuitive features and straightforward implementation, enhancing overall efficiency.
[
See 6 mentions
](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465215&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Leslie S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leslie S.")
LS

Leslie S.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Audits and Exceptional Support"

What do you like 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 fi

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Seamless Integration and Outstanding Support with Audit Dashboard"

What do you like 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 pro

##### 2. Customer Support

Users commend the **excellent customer support** of AuditDashboard, enhancing their overall experience and satisfaction.
[
See 2 mentions
](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465176&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Adam S. L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adam S. L.")
AL

Adam S. L.

Small-Business (50 or fewer emp.)

5.0/5

"Outstanding System with Exceptional Support"

What do you like about AuditDashboard?

Amazing system with great support. Our firm loves it.

TP

Tung P.

Small-Business (50 or fewer emp.)

5.0/5

"Great Portal for Audits"

What do you like about AuditDashboard?

Easy to use and implementation. Helpful support.

##### 3. Functionality

Users appreciate the **intuitive dashboard and reporting features** that enhance performance and client relations effectively.
[
See 2 mentions
](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465300&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Transformative"

What do you like 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 outst

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"AuditDashboard Client Review"

What do you like 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, t

##### 4. Efficiency

Users praise the **efficiency** of AuditDashboard, streamlining the entire audit process for quicker access and uploads.
[
See 1 mentions
](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465232&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Leslie S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leslie S.")
LS

Leslie S.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Audits and Exceptional Support"

What do you like 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 fi

##### 5. Efficiency Improvement

Users appreciate the **efficiency improvement** of AuditDashboard, streamlining the audit process for quicker access and earlier uploads.
[
See 1 mentions
](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465132&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Leslie S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leslie S.")
LS

Leslie S.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Audits and Exceptional Support"

What do you like 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 fi

### Top Cons or Disadvantages of AuditDashboard

##### 1. Poor Notifications

Users find the **poor notifications** of Audit Dashboard tend to be overlooked, reducing their effectiveness in communication.
[
See 1 mentions
](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews?filters%5Bsentiment_snippet%5D=1465248&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Seamless Integration and Outstanding Support with Audit Dashboard"

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 repetiti

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
E

Verified User

Mid-Market (51-1000 emp.)

8/5/2026

"Streamlined Document Intake with Intuitive Interface"

5/5

What do you like best about AuditDashboard?

I appreciate AuditDashboard's great user interface, which is intuitive and makes intake much more efficient for us due to its seamless process. I like its open API that allows us to move documents as needed and their collaborative approach to designing specific tools for our portal. It helps us create specific tooling to reduce friction internally and makes it easier to move documents from the portal to our audit and tax software. I also find the initial onboarding process pretty seamless, and despite needing more planning for broader implementation due to additional service lines, we managed to set up our portal to benefit the entire enterprise. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

No dislikes from my perspective. Review collected by and hosted on G2.com.

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

I use AuditDashboard for client document intake across various service lines. The user interface is intuitive, making the process efficient and seamless. With an open API and a collaborative approach, it reduces internal friction by allowing us to move documents easily. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Jake S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jake S.")
JS

Jake S.

Audit Manager

Small-Business (50 or fewer emp.)

7/27/2026

"A Valuable Tool for Managing High-Volume Audit Engagements"

5/5

What do you like best about AuditDashboard?

What I like best about AuditDashboard is the visibility it provides across our audit engagements. As a six-person audit team managing a high-volume client portfolio, it gives us a clear view of outstanding requests, engagement progress and upcoming deadlines in one place.

The request lists, progress tracking and automated reminders have significantly reduced the reliance on email and made it much easier to keep clients engaged throughout the audit process. We also find the digital signature functionality particularly useful, as it streamlines administrative tasks that would otherwise require separate systems.

Perhaps the biggest benefit is that clients are able to provide information earlier and more efficiently, meaning we often commence fieldwork with most audit information already available. This allows our team to spend less time chasing documents and more time focused on delivering the audit itself. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

There is very little that I dislike about AuditDashboard. The platform has delivered on its core purpose of improving client collaboration and audit request management.

If I were to identify an area for further development, it would be deeper integrations with audit software and practice management systems to reduce duplicate handling of information between platforms. There is also an opportunity to expand the use of AI to help analyse client submissions, identify gaps in audit evidence and assist with request drafting.

From a user experience perspective, the platform is intuitive and has been easy for both our team and clients to adopt. Support and onboarding have also been excellent, with the AuditDashboard team being responsive to feedback and actively investing in product improvements.

Overall, any limitations are relatively minor compared to the efficiency gains we have achieved. Review collected by and hosted on G2.com.

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

AuditDashboard solves two major challenges for our firm:

1. Managing large volumes of audit requests.

2. Maintaining visibility over outstanding information across multiple engagements.

Prior to implementing the platform, much of our communication with clients was handled through email, which made it difficult to track outstanding requests, monitor progress and keep everyone working from the latest information. As a six-person audit team managing a high-volume client portfolio, this created significant administrative overhead.

AuditDashboard has centralised the entire request process, giving both our team and our clients real-time visibility over outstanding items and audit progress. As a result, client response rates have improved, information is often received before fieldwork begins, and our team spends far less time chasing documents and managing email chains.

The biggest benefit has been improved efficiency. We can complete audits more quickly, better manage deadlines across our client base, and focus more of our time on performing the audit rather than coordinating information requests. Review collected by and hosted on G2.com.

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Response from Danielle Tobin of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-13172537/official_response/edit)

Thank you so much for the incredible review, Jake, and for taking the time to share such thoughtful feedback! We're thrilled to hear AuditDashboard is helping your team manage a high volume of engagements while giving you the visibility you need to stay on top of outstanding requests, deadlines, and client progress.

&nbsp;

It's especially rewarding to hear that your team is spending less time chasing documents and managing email chains, and more time focused on the audit itself. That's exactly the outcome we strive to deliver. We're also glad to hear features like automated reminders and e-signatures are helping streamline your workflow and improve the experience for both your team and your clients.

&nbsp;

We also appreciate your suggestions around deeper integrations and AI. It's exciting to see those highlighted, as we're actively investing in these areas!

&nbsp;

Thanks again for your support and for trusting AuditDashboard. We look forward to continuing to partner with your team!

Validated ReviewerSource: Organic

 ![Lindsay H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lindsay H.")
LH

Lindsay H.

Audit Manager

Small-Business (50 or fewer emp.)

7/23/2026

"Clear, Centralised Audit Portal with Easy Drag-and-Drop Uploads"

5/5

What do you like best about AuditDashboard?

It is clear to both the auditor and to the audit client what queries and requests are outstanding. Audit information is all uploaded in one portal and easy to find when needed.

The drag and drop function makes it simple for clients to upload information. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Some clients don't like the reminders that it sends but others find this a helpful tool. Review collected by and hosted on G2.com.

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

Dashboard is keeping audit requests in one area rather than being lost in staff emails or losing time spent searching through share points etc. It is also easy to track where an engagement is up to in terms of information requests and which clients are ready for their audits to start. Review collected by and hosted on G2.com.

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Response from Danielle Tobin of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-13157235/official_response/edit)

Thank you so much for the wonderful review, and for taking the time to share your experience! We're thrilled to hear that AuditDashboard is helping keep audit requests centralized, making it easy for both your team and your clients to see what's outstanding and quickly find the information they need. It's especially great to hear the drag-and-drop uploads are making life easier for your clients – that's exactly the experience we aim to create.

We also appreciate your feedback about reminder emails. Every client has different preferences, so we'll follow up with a quick guide you can share that shows clients how to customize their notification settings if they'd like fewer (or different) email updates.

Thanks again for trusting AuditDashboard. We truly appreciate your feedback and look forward to continuing to support your team!

Current UserValidated ReviewerSource: Organic

 ![Matthew W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew W.")
MW

Matthew W.

Audit Manager

Mid-Market (51-1000 emp.)

4/17/2026

"AuditDashboard: Intuitive, User-Friendly Platform That Streamlines Audit Requests"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing to note. The platform is straight forward. Review collected by and hosted on G2.com.

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

Significant time savings through organization of audit status and receiving request items. Review collected by and hosted on G2.com.

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Response from Nida Butt of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-12646694/official_response/edit)

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!

Current UserValidated ReviewerSource: Organic

HR

Harini R.

Auditor

Small-Business (50 or fewer emp.)

3/17/2026

"Extremely Easy Client Communication Through the Dashboard"

4.5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Response from Danielle Tobin of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-12501868/official_response/edit)

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!

[See how AuditDashboard improved](https://vimeo.com/701683884?fl=tl&fe=ec)

Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Didarul K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Didarul K.")
DK

Didarul K.

Audit Director

Small-Business (50 or fewer emp.)

4/29/2026

"Great UI and Client Collaboration That Makes Template Creation Easy"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

streamline the audit process and create great client service experiences. Review collected by and hosted on G2.com.

Show More

Response from Nida Butt of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-12718145/official_response/edit)

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!

Current UserValidated ReviewerSource: Organic

 ![Leslie S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leslie S.")
LS

Leslie S.

Manager

Mid-Market (51-1000 emp.)

12/19/2025

"Effortless Audits and Exceptional Support"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing that I can think of. Our customer support rep always responds to issues identified quickly. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Response from Ashif Hemraj of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-12121268/official_response/edit)

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!

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.)

4/15/2026

"Simple, Affordable, and Easy to Set Up with Responsive Support"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

It can feel a bit clunky at times, but overall it’s fine. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Danielle Tobin of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-12635174/official_response/edit)

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!

Current UserValidated ReviewerSource: Organic

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

12/18/2025

"Seamless Integration and Outstanding Support with Audit Dashboard"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Ashif Hemraj of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-12110845/official_response/edit)

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.

Validated 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.)

3/18/2026

"Easy Document Management with Great Search, Client Communication, and Audit Trail."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Communication with client for documentation. Review collected by and hosted on G2.com.

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Response from Danielle Tobin of AuditDashboard

[Editedit](https://www.g2.com/survey_responses/auditdashboard-review-12508879/official_response/edit)

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!

Current UserValidated ReviewerIncentivizedSource: G2 invite

## 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(913)

](https://www.g2.com/products/karbon-2025-03-03/reviews)

[

 ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome")

TaxDome

4.7/5(711)

](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)

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