AuditDashboard Reviews (33)

Reviews

AuditDashboard Reviews (33)

4.8
33 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and exceptional support provided by AuditDashboard, noting that it significantly streamlines the audit process and enhances client communication. Many appreciate its intuitive interface, which allows for efficient tracking of requests and improves overall workflow. A common limitation mentioned is the repetitiveness of status email notifications, which can sometimes be overlooked.

Pros & Cons

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Jake S.
JS
Jake S.
Audit Manager
Small-Business (50 or fewer emp.)
"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.

Response from Danielle Tobin of AuditDashboard

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.

 

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.

 

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!

 

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

Lindsay H.
LH
Lindsay H.
Audit Manager
Small-Business (50 or fewer emp.)
"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.

Response from Danielle Tobin of AuditDashboard

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!

Matthew W.
MW
Matthew W.
Audit Manager
Mid-Market (51-1000 emp.)
"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.

Response from Nida Butt of AuditDashboard

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!

HR
Harini R.
Auditor
Small-Business (50 or fewer emp.)
"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.

Response from Danielle Tobin of AuditDashboard

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
Didarul K.
DK
Didarul K.
Audit Director
Small-Business (50 or fewer emp.)
"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.

Response from Nida Butt of AuditDashboard

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!

Leslie S.
LS
Leslie S.
Manager
Mid-Market (51-1000 emp.)
"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.

Response from Ashif Hemraj of AuditDashboard

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!

Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"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.

Response from Danielle Tobin of AuditDashboard

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!

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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.

Response from Ashif Hemraj of AuditDashboard

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.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"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.

Response from Danielle Tobin of AuditDashboard

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!

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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

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!