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G2 recognized TeamMate+
TeamMate+

By Wolters Kluwer

4.2 out of 5 stars

How would you rate your experience with TeamMate+?

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TeamMate+ Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find TeamMate+ very easy to use, appreciating its organization and efficient management of audit workpapers. (89 mentions)
Users praise the integrated workflow of TeamMate+, streamlining the audit process for enhanced efficiency and organization. (44 mentions)
Users appreciate the flexible document management in TeamMate+, enabling efficient and organized auditing processes. (23 mentions)
Users appreciate the easy navigation of TeamMate+, making project switching straightforward and user-friendly. (23 mentions)
Users value the customizability of TeamMate+, allowing tailored configurations to meet specific business needs effortlessly. (22 mentions)
Users value the smooth collaboration features of TeamMate+, enhancing teamwork and efficiency throughout the audit lifecycle. (18 mentions)
Users face connection issues and cumbersome navigation with TeamMate+, complicating document management and retrieval processes. (22 mentions)
Users report browsing bugs with TeamMate+, which can lead to slow and unresponsive performance during usage. (14 mentions)
Users find the difficulty in adding multiple items and signing documents cumbersome, impacting their efficiency. (13 mentions)
Users find the inadequate reporting capabilities of TeamMate+ limit effective reporting and visualization options. (13 mentions)
Users note the missing features in TeamMate+, such as improved search functionality and customization options for reports. (13 mentions)
Users express frustration over limited customization options in TeamMate+, affecting workflow and user experience. (12 mentions)
Users face linking issues with PDF documents, complicating updates and leading to errors with check-ins and templates. (11 mentions)

Top Pros or Advantages of TeamMate+

1. Ease of Use
Users find TeamMate+ very easy to use, appreciating its organization and efficient management of audit workpapers.
See 89 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Mostly an upgrade from TM AM."

What do you like about TeamMate+?

TeamMate+ allows us to keep all of our Audit workpapers together. The canned reporting in TM+ is much faster than in TM AM. We appreciate that aspect.

Eric N.
EN

Eric N.

Small-Business (50 or fewer emp.)

5.0/5

"Super Organized and User-Friendly, But Occasionally Slow"

What do you like about TeamMate+?

Very organized and easy to use. Adding, deleting workpapers and other attachments has never been easier.

2. Audit Efficiency
Users praise the integrated workflow of TeamMate+, streamlining the audit process for enhanced efficiency and organization.
See 44 mentions

See Related User Reviews

Verified User
U

Verified User

Enterprise (> 1000 emp.)

4.0/5

"TeamMate+, your buddy in auditing"

What do you like about TeamMate+?

TeamMate+ has been useful in assisting my auditing tasks for documenting control objectives, risk and effects, testing steps, procedures, issues, reco

Y

Yishita .

Enterprise (> 1000 emp.)

4.5/5

"Good learning experience"

What do you like about TeamMate+?

Integrated Workflow – TeamMate+ offers a clear, end-to-end audit process with planning, execution, review, and reporting all in one platform. This str

3. Document Management
Users appreciate the flexible document management in TeamMate+, enabling efficient and organized auditing processes.
See 23 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Great audit binder software but some functionalities could be improved."

What do you like about TeamMate+?

I like best how I'm able to link workpapers to other and attachments to more than one procedure if necessary

Verified User
U

Verified User

Enterprise (> 1000 emp.)

4.0/5

"TeamMate+, your buddy in auditing"

What do you like about TeamMate+?

TeamMate+ has been useful in assisting my auditing tasks for documenting control objectives, risk and effects, testing steps, procedures, issues, reco

4. Navigation Ease
Users appreciate the easy navigation of TeamMate+, making project switching straightforward and user-friendly.
See 23 mentions

See Related User Reviews

Verified User
E

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Customisable and User-Friendly, But Pricing for Long-Term Customers Needs Improvement"

What do you like about TeamMate+?

The platform allows us to customise fields according to our specific business needs, with no limitations on the terminology we use. It is user-friendl

Melissa N.
MN

Melissa N.

Small-Business (50 or fewer emp.)

4.5/5

"Audit Process Manager"

What do you like about TeamMate+?

I like the flow of the documentation, ease of use for switching projects in different tabs.

5. Customizability
Users value the customizability of TeamMate+, allowing tailored configurations to meet specific business needs effortlessly.
See 22 mentions

See Related User Reviews

Verified User
E

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Customisable and User-Friendly, But Pricing for Long-Term Customers Needs Improvement"

What do you like about TeamMate+?

The platform allows us to customise fields according to our specific business needs, with no limitations on the terminology we use. It is user-friendl

Verified User
U

Verified User

Enterprise (> 1000 emp.)

3.5/5

"What could be better"

What do you like about TeamMate+?

Workflow and being able to configure to customize fields.

6. Collaboration
Users value the smooth collaboration features of TeamMate+, enhancing teamwork and efficiency throughout the audit lifecycle.
See 18 mentions

See Related User Reviews

DA

David A.

Enterprise (> 1000 emp.)

3.5/5

"Comprehensive Audit Solution with Real-Time Tracking, But Missing Some Expected Features"

What do you like about TeamMate+?

TeamMate+ is a powerful audit as well as internal control tool, that centralizes workflows, enhances collaboration, and ensures compliance. With this

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Generally positive!"

What do you like about TeamMate+?

Collaboration on files, ability to check in and out.

Top Cons or Disadvantages of TeamMate+

1. Document Management
Users face connection issues and cumbersome navigation with TeamMate+, complicating document management and retrieval processes.
See 22 mentions

See Related User Reviews

Verified User
U

Verified User

Enterprise (> 1000 emp.)

4.0/5

"Structured and Easy Online Access, But Missing Key Feature"

What do you dislike about TeamMate+?

Absence of online browsing of document provided by client

Verified User
U

Verified User

Enterprise (> 1000 emp.)

3.0/5

"Document Issues"

What do you dislike about TeamMate+?

TM+ has connection issues that are a pain. I consistently have issues downloading documents where I click open and the system just doesn't download a

2. Bugs
Users report browsing bugs with TeamMate+, which can lead to slow and unresponsive performance during usage.
See 14 mentions

See Related User Reviews

Verified User
U

Verified User

Enterprise (> 1000 emp.)

3.0/5

"A comprehensive suite for holistic audit management"

What do you dislike about TeamMate+?

The UI renderring is quite pathetic and sometime it is not responsive and intuitive.

Verified User
U

Verified User

Enterprise (> 1000 emp.)

4.5/5

"Great Tool for Audit Workflow"

What do you dislike about TeamMate+?

I wish that I was able to have two projects open at the same time without the risk of having issues.

3. Difficulty
Users find the difficulty in adding multiple items and signing documents cumbersome, impacting their efficiency.
See 13 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Great audit binder software but some functionalities could be improved."

What do you dislike about TeamMate+?

It would be nice if there was a way to select multiple procedures or other line ites within a project to add items to. We often use templates that are

Verified User
U

Verified User

Enterprise (> 1000 emp.)

3.5/5

"It's ok, but a few extra features could help"

What do you dislike about TeamMate+?

It can be clunky sometimes. I really hate not having the option to sign all documents in a test at once. When I have 200 supporting documents I really

4. Inadequate Reporting
Users find the inadequate reporting capabilities of TeamMate+ limit effective reporting and visualization options.
See 13 mentions

See Related User Reviews

John L.
JL

John L.

Small-Business (50 or fewer emp.)

5.0/5

"Teammate Review"

What do you dislike about TeamMate+?

Graphical reports/visualizations are not available

Verified User
U

Verified User

Enterprise (> 1000 emp.)

4.0/5

"Effortless Evidence Uploads, But Reporting Needs Improvement"

What do you dislike about TeamMate+?

The reporting feature needs significantly more work in order to be able to use it for reporting to the board.

5. Missing Features
Users note the missing features in TeamMate+, such as improved search functionality and customization options for reports.
See 13 mentions

See Related User Reviews

Michelle C.
MC

Michelle C.

Mid-Market (51-1000 emp.)

4.0/5

"Good audit Tool"

What do you dislike about TeamMate+?

I have an issue with the time tracking where I or the administrators could not delete the week tracked. We had issues when we implemented the system

EP

Ervi P.

Small-Business (50 or fewer emp.)

5.0/5

"Audit Management Software"

What do you dislike about TeamMate+?

While TeamMate+ offers many useful features, there is room for improvement in system performance, especially when loading large audit files or navigat

6. Limited Customization
Users express frustration over limited customization options in TeamMate+, affecting workflow and user experience.
See 12 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

3.5/5

"Generally positive!"

What do you dislike about TeamMate+?

Format and design constantly changes, unable to customize the size of fields as much as desired. New format change is less intuitive compared to previ

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Good Program and Easy to Use"

What do you dislike about TeamMate+?

I think there could be some improvements made to some of the functionality; spell check is a little weird, would be helpful to have more space to writ

7. Linking Issues
Users face linking issues with PDF documents, complicating updates and leading to errors with check-ins and templates.
See 11 mentions

See Related User Reviews

Kareem B.
KB

Kareem B.

Mid-Market (51-1000 emp.)

3.5/5

"TeamMate is easy to use"

What do you dislike about TeamMate+?

There is no automated link in coaching notes that takes you to the file you have to make the amendment in.

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Easy to learn and very organized"

What do you dislike about TeamMate+?

Linking things within test papers is a little bit annoying. Copy/paste link in Excel doesn't work, you have to go through the Teammate tab at the top,

TeamMate+ Reviews (338)

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TeamMate+ Reviews (338)

View 1 Video Reviews
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Verified User in Insurance
EI
Mid-Market (51-1000 emp.)
"Customisable and User-Friendly, But Pricing for Long-Term Customers Needs Improvement"
What do you like best about TeamMate+?

The platform allows us to customise fields according to our specific business needs, with no limitations on the terminology we use. It is user-friendly and straightforward to navigate. We also appreciate being able to access our data through TeamInsights. Additionally, the support provided by WK and PWC South Africa in meeting our requirements has been valuable. We have had no connectivity issues being hosted in the Cloud. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

As a customer of Teammate for two decades, I would have appreciated it if Teammate Analytics had been included in the offering when we transitioned to the Cloud. While new users may benefit from having certain modules integrated into the licensing structure, I find that, as an existing customer, adding additional modules is quite costly. Modules such as Teamschedule could use further enhancements to better meet auditors' requirements. Additionally, Teamstore should be more user-friendly and offer the ability to group similar risks or controls together, which would help minimize duplication. Sometimes, the Assessment module, Audit Plan, and Projects do not seem to integrate as seamlessly as I would expect. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Verified User in Banking
AB
Enterprise (> 1000 emp.)
"TeamMate+: Built for Auditors, But Not Always Built Around Them"
What do you like best about TeamMate+?

TeamMate+ is a powerful audit and risk management platform that offers a lot of value—especially once users get past its steep learning curve. While the initial setup and navigation can be challenging, the underlying logic becomes clear with use. The flow between audit-level objects—risks, controls, procedures, workpapers, and findings—is well-structured and supports a coherent audit trail.

The user interface is intuitive and clean, making it easier to work efficiently once familiar with the system. Coverage capabilities, including the use of secondary dimensions, add flexibility and depth, though they can be tricky to master. Dashboard functionality is another highlight—users can build personalized views, and administrators can now publish dashboards for broader use, which enhances usability.

Reporting via APIs is particularly strong, allowing teams to connect external tools and derive insights tailored to their needs. The platform includes a wide range of fields and aligns well with industry logic, making it a solid choice for risk assessment and audit execution.

Time tracking is simple and effective, and while resourcing features could be expanded, the core model is sound. The ability to engage directly with stakeholders within the platform is a great feature that supports agile auditing, though it does require some change management.

That said, TeamMate+ is less configurable than some might hope, especially for more complex environments. It’s an excellent fit for smaller teams, but the price point can be a barrier. Still, it’s a comprehensive solution—from risk assessment and coverage planning to audit execution and evidence management.

Overall, TeamMate+ has a strong foundation and many well-designed features. With continued focus on user feedback and practical enhancements, it has the potential to become an even more effective and user-centered tool. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

I am extremely frustrated that MS365 integration is still not available. Considering that MS Online integration technology has existed for quite some time, it seems unreasonable that this basic feature is missing. I find it hard to believe the system still lacks such fundamental functionality. Although I am aware that integration is reportedly in development, the current situation remains unacceptable.

As an administrator, I also find the configuration options limiting. Essential controls that should be available simply are not. For example, there is no way to disable close rules for users, which makes it far too easy to become non-compliant with standards, since users can delete all review notes and history themselves. This approach appears to be driven by cost-saving motives related to storage, which I strongly disagree with. Given that the software is supposed to be risk-focused, it should prioritize data retention to comply with regulations across different jurisdictions.

The report generation features are also disappointing, and in my opinion, they are even less effective than what was offered in TeamMate AM. The Business Rules engine, now offered as an add-on, really should be included in the premium license package.

I could list many more issues. As an administrator for a large organization who is very familiar with this software, I can say that, as a subject matter expert on TM+, there is still much to be desired. Bug fixes are not prioritized based on importance; for instance, there was a bug affecting multiple versions related to entity coverage, where objects from assessments were not properly carried over to audits. When rolling forward, the entity immediately becomes disassociated from the audit, as still seen and evident in the July release.

It feels as though TeamMate+ has increasingly emphasized commercial strategy, which may be contributing to a growing disconnect between the design team and end users. That said, I remain genuinely hopeful that future development will reflect a renewed focus on user feedback and practical needs.

My comments come from a place of recognizing the platform’s potential—there’s a strong foundation here, but meaningful progress will depend on valuing user input as a key driver of innovation and long-term success. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed 

Hammad Z.
HZ
Senior Audit Manager
"User-Friendly and Efficient Audit Documentation Tool"
What do you like best about TeamMate+?

I have been using TeamMate+ for four years to document our audit work, and I really appreciate the transition to the web version, which is much more user-friendly and better. The web version is intuitive and very easy to use, easing the transition from the older version. TeamMate+ helps maintain all records of orders, planning, fieldwork, and reporting, making everything very well organized and systematic, which is especially helpful if you need to revisit past records. It also supports our EQA process efficiently. The flexibility in documenting and the feature that allows us to pull data directly into Power BI reports from the new web version are incredibly useful. Overall, I am happy with TeamMate+ and would buy it again because it meets all our needs effectively. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

I think the process of making changes to previous work in TeamMate+ can be simplified. While generally there's not much that requires improvement, simplifying this process would enhance the user experience. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you, Hammad, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration.

Anthony G.
AG
Executive Director of Internal Audit
"Reliable Tool with Excellent Training Support"
What do you like best about TeamMate+?

I really appreciate TeamMate+ for its comprehensive implementation support and training processes, which ensured a smooth setup without any issues thanks to a very supportive implementation and training team. The availability of an online self-taught program, along with focused three or four-day training sessions, was incredibly helpful, allowing us to receive tailored extra training and enter live operations fully ready and confident. The system's compliance with new global internal audit standards is something I genuinely value, as it aligns perfectly with our professional requirements. I find TeamMate+ essential in managing various aspects of our work, such as planning, risk assessment, fieldwork, reporting, management responses, tracking, and scheduling to maximize our resource capacity. The adaptability and efficiency of TeamMate+, given our long-term use, have enriched our workflow significantly, allowing us to design and program to our specific needs. The newsletters and Walter's Cluers trainings help me stay updated on what the product offers, fostering continuous learning and improvement. Overall, my satisfaction is reflected in the high recommendation score I would give TeamMate+, rating it a solid nine out of ten. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

I find occasional bugs in TeamMate+ mildly irritating as they require me to work through and resolve them, although they aren't major outstanding issues. Additionally, despite TeamMate+ offering its own analytics features, I've stuck with another analytics solution due to familiarity and haven't found a compelling reason to transition. This suggests that the inbuilt analytics might not fully meet all my needs or expectations, thus requiring an external solution to fill the gap. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you for sharing your feedback with us, Anthony. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. 

MP
VP de Auditoría Interna
Small-Business (50 or fewer emp.)
"Maximum functionality"
What do you like best about TeamMate+?

The ability to cover the significant aspects of the audit cycle. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

How challenging it becomes when you need to customize its operation to a process that deviates from the standards. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you, María, for your valuable comments. At TeamMate, we are committed to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and crucial information to your organization. We have shared your comments with our product management team for consideration.

Verified User in Automotive
AA
Enterprise (> 1000 emp.)
"Intuitive operation and continuous development, but UI inconsistencies are disruptive"
What do you like best about TeamMate+?

The most important features are present and the product is continuously being developed. The operation is simple and intuitive. Through the TeamCloud, the administrative effort is low. Customer support responds relatively quickly. Our processes could be implemented relatively easily, allowing the software to be well integrated. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

The UI is not consistently designed in all areas. Occasionally, adjustments in the UI lead to changes in the software's behavior. Sometimes there are misunderstandings with customer support. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed.

Chris M.
CM
"Useful, but the attitude could be improved"
What do you like best about TeamMate+?

I find the online access of TeamMate+ particularly useful. The ability to access the platform anytime from anywhere significantly eases our work, especially in the archiving of working papers, which are an important part of our audit activities. This feature has saved us a lot of time and improved the efficiency of our processes. Additionally, I use TeamMate+ in combination with other important software tools like Copilot, ICL, Excel, Word, and PowerPoint, which makes the integration seamless and the workflow smooth. Furthermore, I appreciate the availability of an offline version. This allows us to work without interruptions, even when we temporarily have no internet access. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

I found the setup process of TeamMate+ difficult, especially the configuration. Additionally, the visual presentation bothers me and could be improved. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you, Chris, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration.

RT
Audit Assistant
Mid-Market (51-1000 emp.)
"User-Friendly and Visually Appealing, But Notification Issues Persist"
What do you like best about TeamMate+?

The user-friendliness of this product stands out. Its language is straightforward, making it easy to understand, while still maintaining a professional tone. Additionally, the interfaces are visually appealing. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

Up to now, the notification feature has stalled multiple times. Additionally, there are some mandatory fields that seem unnecessary, but we still have to contact the service provider to get them disabled. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you, Rose, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Verified User in Accounting
IA
Mid-Market (51-1000 emp.)
"The TM+ audit management is more agile"
What do you like best about TeamMate+?

The ease of use and the excellent features that allow me to manage my audit projects, for example: linking an audit test with working papers, risks, findings, and recommendations, everything is super integrated. This allows me to speed up my times and improve the quality of my work. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

That the April 2025 version has two different interfaces, I hope that in future versions there will only be one. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate+

Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed.

Verified User in Banking
UB
Mid-Market (51-1000 emp.)
"Transforming auditing with efficiency, control, and strategic vision with TeamMate+"
What do you like best about TeamMate+?

What I like most about TeamMate+ is that it centralizes the entire audit cycle in a single platform, allowing me to have complete traceability of findings, risks, and evidence. Additionally, it automates processes that reduce manual tasks and increase efficiency, facilitates collaboration between teams, and generates dynamic reports in real-time, which improves strategic decision-making. Review collected by and hosted on G2.com.

What do you dislike about TeamMate+?

What I like least about TeamMate+ is that its learning curve is steep, which requires time and training to take full advantage of all its features. Additionally, customization can be limited in some processes, and integration with other external tools is not always straightforward. This can lead to dependency and delays in implementing improvements. Review collected by and hosted on G2.com.

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