G2

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.

Response from Danielle Tobin of AuditDashboard

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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!