# Wdesk Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Wdesk the right Audit solution for you? Explore 45 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/106817/Wdesk/reviews --- Wdesk 4.4 (45) [View alternatives](https://www.capterra.com/p/106817/Wdesk/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Wdesk Ease of use 4.3 Customer Service 4.6 ## Pros and Cons in Reviews NM Natalie M InternAccounting, 5,001 - 10,000 employeesUsed the software for: 6-12 months. “The workiva application is one of the most user-friendly universal reporting and data connection services I have used before.“ November 18, 2025 BL Bryan L Portfolio AccountantReal Estate, 51 - 200 employeesUsed the software for: 6-12 months. “Setting up the templates and linking specific financial data is a very cumbersome task.“ November 15, 2022 NM Natalie M InternAccounting, 5,001 - 10,000 employeesUsed the software for: 6-12 months. “They offer free training videos on how to properly use the application and get the most out of its vast functionality.“ November 18, 2025 BL Bryan L Portfolio AccountantReal Estate, 51 - 200 employeesUsed the software for: 6-12 months. “Setting up templates to pull specific financial data can be a length/cumbersome task, but one that is well worth it!“ November 15, 2022 ## Showing most helpful reviews Showing 1-25 of 45 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Sarah M. Software Engineer Information Services Used the software for: 1-2 years ### "Excellent reporting and compliance solution" September 8, 2019 5.0 This application is surely recommended to those who have daily tasks and also great workload to handle. Pros I like the interface of the product because it’s quite unique and it helps me to build task list and also too much my data into various sections according to my need. Moreover, it has some task management functionalities that help me to build task list from the required data and documentation I always prefer this application because it’s helpful and also kind of my type. Cons It helps number of people to work in the form of a group with the good collaboration skills. It is giving the best services and let us face anything wrong. Review Source VR Verified Reviewer Intern Accounting Used the software for: 6-12 months ### "Great for team-based reporting/analysis" November 18, 2025 5.0 I have used this application for over 6 months and have found it to be one of the easiest to learn and utilize on a daily basis in my daily work, especially on team effort projects. The easy to share, connect, and work on the same document as others in real time makes this software stand out especially. Pros The workiva application is one of the most user-friendly universal reporting and data connection services I have used before. They offer free training videos on how to properly use the application and get the most out of its vast functionality. Cons There are some limitations to what you can easily connect in the application, and I did catch myself having issues with connecting sources in some of my reports. Review Source JP Jennifer P. Sr. Auditor Insurance Used the software for: 6-12 months ### "Honesty First" January 16, 2025 3.0 The software has many issues and needs to be reviewed from a user perspective. Some examples are the background view of colors and the inability to download several files with one click rather than one file at a time. As for the Excel format, the inability to review calculations and formulas in the tool is a huge issue, as that is necessary to ensure accuracy. Pros It is a great tool for tracking a number of tasks, projects and assignments. Cons The inability to review Excel files with formulas and calculations and not able to view in a better format. Review Source VR Verified Reviewer Admin Asst to CEO, CFO & General Counsel Real Estate Used the software for: 2+ years ### "I have used this software for SEC reporting for seven years and highly recommend it." July 17, 2018 5.0 Pros What I like the most about wDesk is that it is user friendly and makes SEC reporting a breeze, without having to deal with EDGARizing. Creating a document is as easy as using a Microsoft Word, if not easier. I have started to use wDesk for regular Word processing and not just SEC reporting. The table creation and data linking is also very easy to use. Their Help section has very easy and clear instructions on how to do everything and if you need additional help, their Customer Service is always answered by an actual person in the States without any wait time. Cons Around due dates for Form 10-Q and 10-K filings, the website does run a little slow. This is not a big issue, but I always try do my filings earlier in the case that there are any website issuers. For example, if possible, instead of filing a Form 10-Q at 4:25p, I will begin filing at 4:10p just in case. Usually the delay is not longer than a few seconds, or a minute or two tops, but with the increase in usage of wDesk you want to make sure that your filing is processed and accepted by the SEC on time. Review Source Logan S. Senior Accountant Internet Used the software for: 2+ years ### "Excellent tool that helps me making reports" August 29, 2019 4.0 Also this product is a huge initiative for team management and collaboration on different levels as well. Highly recommended tool Pros I would like to add in this product are its simple user interface is so much attractive and appealing that I can easily work on that without any hesitation. I am a satisfied user of Wdesk and completely happy with its all services. Cons I trust this product because it’s reliable in order to make my documents secure. I have nothing for cons it is going well. Review Source CC Cosmin C. Senior IT Auditor Insurance Used the software for: 6-12 months ### "Workiva Audit Software" January 16, 2025 3.0 Fairly new user, still learning the software Pros Embedded controls in different workspaces. Updating the master updates every reference. Cons Different spaces for Audit and SOX. I would like a way to have unified Issue space without separation. Review Source KD Kristie D. Auditor Insurance Used the software for: 6-12 months ### "Review of WDesk" January 16, 2025 2.0 Use it for SOX Testing and completing Audits. Pros It makes following up on requests easy with reminders of deadlines approaching. Cons It is not easy to test in if you do not upload a pdf, other file types do not come across correctly such as excel. Review Source Vijay R. Auditor Defense & Space Used the software for: 6-12 months ### "Workiva does the work for you" February 5, 2021 4.0 It is an excellent experience and much better than the tool we were using before. It also makes the reviewer of the work easy to use too. Pros I enjoy the automatic saving feature of Workiva. It is an easy friendly tool that we use to save our audit work paper documentation. I would recommend this to any companies in their IA department. Cons There can be an improvement in the linking process. Workiva allows you to link artifacts(attachments), but it often opens up on another tab instead of within your own tab. This makes it difficult to open several tabs. Review Source VR Verified Reviewer AVP, Financial Reporting Officer Accounting Used the software for: 6-12 months ### "Best SEC filing tool!" March 31, 2020 4.0 I have the step by step filing steps make filing very easy especially during SEC deadlines. Pros I found that that this filing software is intuitive and has all the functions you need. The most useful feature is the version tracker. It automatically creates beautiful red-lines and can can compare between any version as necessary. Cons Learning the software takes time and with practice it does get easier. However a learning curve does exist and it does require some training to be able to use the software as needed. Review Source VR Verified Reviewer Telecommunications Engineer Telecommunications Used the software for: Less than 6 months ### "Excellent software for the creation of financial reports." January 20, 2019 5.0 Pros Its interface is very familiar, it is easy to use, since it uses many functions of the Office 360 ​​family, such as Word and Excel, it is very useful for users in the finance areas, since their simple tasks from the beginning foment a certain experience in several fields, what stands out is that in a financial document can be modified by more than two users at the same time without damaging its operation and, finally, the most important thing as an IT area manager is the support provided by Customer Service of the tool. Cons In my IT staff season, I could notice a total liking of the users so I do not generate any contra to choose this software, you can use it in your company without any inconvenience. Review Source SC Sara C. Sr HR Compliance Analyst Food & Beverages Used the software for: Less than 6 months ### "Excellent for Reporting and Auditing" August 12, 2019 5.0 Wdesk is a critical tool in reviewing, evaluating and consolidating controls as our company continues to merge to one unified company. Wdesk has simplified building an audit and provides quick and easy insight to areas we are changing that require updates. Making updates is easy. Pros Wdesk is easy to use, easy to update and pull reporting. You can also limit what each user has access/visibility to so confidential information doesn't have to be visible to all users. Cons I have not identified in my use to date. Review Source KC Kate C. Accounting Analyst 2 Insurance Used the software for: 1-2 years ### "Wdesk Review" February 13, 2023 5.0 Pros I like how Wdesk is easy to use and it allows multiple users to view and edit data at one time. Cons I don't like how it doesn't get rid of the footing issue that often occurs when putting together financial statements. Review Source SC Sandhya C. Director, External Reporting Electrical/Electronic Manufacturing Used the software for: ### "Essential resource for SEv Filers" April 13, 2017 5.0 With a very small staff, I succeed in filing on time, every time with Wdesk and the awesome customer support team at Workiva. Pros Intuitive and easy to master Cons You wish you could learn all the features at the get go. Review Source AS Anand S. IT Coordinator Information Technology and Services Used the software for: Less than 6 months ### "Best software for compliance & reporting. " October 4, 2018 5.0 Pros we use it everyday, easy to connect with MIS and ERP software. We get clear picture using the data figure generated through it. It has helped us a lot in taking many crucial decisions because of the inside data it produces out of our ERP system. Cons No cons so far, working perfectly alright. Review Source JM Joseph M. Used the software for: ### "Sussex Bank Review" April 13, 2017 4.0 Overall our experience has been great. I would recommend the system to any or all peers. The support team have been a pleasure to work with. Review Source RM Robert M. Manager Financial Services Used the software for: Less than 6 months ### "Save Your Money" August 9, 2019 1.0 Horrific Pros Nothing. It makes obtaining reasonable assurance more difficult than it needs to be. Cons This software is terribly painful to use as it is not intuitive. Testing of controls is extremely cumbersome as WDesk and Microsoft Office programs are not compatible. For example, the print area of an Excel file must be made before uploading into WDesk. If this is not done, a 5 tab Excel file will become a 40 page file in WDesk. Also, you cannot see the formulas in Excel in WDesk. It is very difficult to obtain any kind of assurance if you cannot check the accuracy of the supporting documentation you are being provided by the business. I would highly suggest that Workiva contract with a public accounting firm to get an idea of what is required in order to be compliant Sarbanes-Oxley, how external and internal auditors perform their test of controls, review workpapers and so-forth. Another issue is the lack of a drag-and-drop feature. In order to put the supporting documentation to the appropriate control, documents must be added one at a time. The business cannot perform a mass upload and then drag and drop the supporting documentation to the applicable sample request. This wastes a massive amount of time for the tester and the business. At my previous position, the internal auditors and the business used SharePoint for providing documentation and for testing, and it worked perfectly. I do not have experience with Blackline, but my colleagues say it is a much better program than WDesk. Review Source SS Sudhir S. Second Vice President Financial Services Used the software for: 1-2 years ### "A good replica tool for Microsoft" January 14, 2023 4.0 Pros Of all the features of this tool, I like the link feature the most as it allows you to update a particular sheet and rest of the linked sheets get automatically updated. Cons One of the disadvantages of this software is it's historical data view option. If your original data was filtered then when you review an older version then you won't be able to unfiltered the columns to see the hidden cells as the file becomes completely uneditable. Review Source KH Kathy H. External Reporting Analyst Used the software for: 2+ years ### "Wdesk user review" April 13, 2017 5.0 I have used Wdesk for almost 3 years and love the product and the customer service. The old process my company used was a Word document with Excel tables that was very cumbersome to turn over each quarter. Additionally, it was very difficult to maintain data integrity when one number was used in multiple locations. With Wdesk, flipping a document is a simple process. I update the date page information, and every date in our document is updated. The linking feature in Wdesk has eliminated our concerns about data integrity when one number is used in multiple locations, and when a table is used in both the footnote and in the MD&A sections. The customer service has been incredible since the first meeting with them. During the initial set-up process they were always available to help both over the phone and using a Webex meeting. At this point, I dont have many questions, but my customer service manager contacts me every quarter to see how things are going and she completes an Edgar review of every 10-Q and 10-K before I file! The professional services manager that handles our XBRL is also very attentive. We always have a meeting at the beginning of the quarter and one towards the end. You always know that they are there to help you! Every year they have a TEC (The Exchange Community) conference. This in an incredible opportunity to learn about new products and to speak with Wdesk developers about what changes would help your company. Many of the new products and updates come from customer suggestions! They also have training classes during the conference to help you build skills required for various types SEC reporting. I attended one TEC conference and took advantage of their XBRL classes. Pros Very easy to use. Produces quality documents. Excellent customer service. Review Source NA Nancy A. Risk Management Specialist Financial Services Used the software for: 2+ years ### "Wdesk for SEC Reporting" February 10, 2021 5.0 Wdesk has been an excellent solution for our Finance & Accounting team for SEC filings in that it provides automation and is effective and efficient. Pros My organization has used Wdesk for financial reporting for several years now. The dynamic nature of the software allows many users to make changes to our SEC filings and have them be visible to others on a real time basis. In addition, in more recent years, we've begun to implement a review and correspondence process through Wdesk - capturing notes and comments within the software. This is especially beneficial while many staff are working remotely. The software always gives us the ability to easily file our documents with the SEC. In addition, we have had quality customer support. Cons There is some need for training, especially when opening up use of the software to a large group of staff members, to ensure everyone fully understands how to use if most effectively and efficiently. Review Source KM Kristin M. Manager Internal Controls Used the software for: 6-12 months ### "Managing SOX nightmare, there are better options" February 2, 2018 3.0 Pros The linking is great for version control. The certification process is easy to use and manage the outstanding certification. The groups allow an easy way to manage permissions except in the database. Cons There is no workflow that enables a control/narrative to flow through for updating and review that is not manual. RCTS that I used in 2003 had better functionality to flow control from one user to another, only allowing the user that had a role in the current status to update. This is a basic of all SOX tools I have seen except WDesk. I need to report where we are in the process and I can not do that with WDesk. It is very manual and many steps are duplicated throughout the system. Once you set up a user, they should be able to be selected in the role drop down, without having to reset them up in another section. Once a group is set up, it should be able to be utilized throughout the system without having to reset it up for a certification. Review Source CK Cynthia K. Manager, Financial Reporting Automotive Used the software for: 2+ years ### "Can't imagine Financial Reporting without WDesk" April 13, 2017 5.0 WDesk is the most important tool we have during reporting season. Being able to have a large group working on the same document at the same time while avoiding issues like version control, number inconsistencies, files crashing has made our lives so much easier. WDesk continues to add new features and it is great to see that a lot of them come from real customer feedback. If you have an issue, they will find a solution. Lastly, their customer service is amazing. I've had great experiences with our CSM, XBRL support and their 24-hour support. Pros LINKING!!! Having all my reporting documents in one place. the 24-hr support. Cons I wish I could add an approver to a certification after sending the letter out. Review Source KC Kalynne C. Senior Accountant Hospitality Used the software for: 2+ years ### "Fortune 500 Companies must invest in this software for successful financial reporting!" May 19, 2017 5.0 More efficiency in work day on a daily basis. I work for a very large and complex publically traded company and we would never be able to function as successfully as we do without this software. Pros The ease of use and customer service. All features are very intuitive and if you run into any issues you can call the cust service anytime and a person will always help you solve your problem. Cons Its expensive. I would love for every department in my company to start using it but they always hesitate because of the excessive cost. I think trial periods would be very beneficial. Review Source JS Joan S. Senior Manager of Financial Reporting Biotechnology Used the software for: 2+ years ### "Workiva Financial Reporting SEC Filing software" February 1, 2017 5.0 We have used the Form 10-K, 10-Q, Def 14 A Proxy and Section 16 filing, Form 3 and 4 software for over a year. I want to hug it every day. It is cloud based and easy to learn as it acts and feels like Excel and Word but organizes everything in one place. I want to hug it every day. Pros Cloud based, easy to learn, I was able to get certified in 2016 after their Annual Conference, lots of sharing through the blogs, Easy to follow help instructions on areas you only use periodically, Customer Success Manager is awesome and responds quickly. Cons None that I can think of. Review Source CH Candace H. Director of Financial Reporting Real Estate Used the software for: 2+ years ### "Workiva the Wonderful" April 13, 2017 5.0 After multiple years of using Workiva and working with the Workiva staff, I continue to be more and more impressed with the quality of the tool and the responsiveness of the staff. Pros SEC filings (10-K, 10-Q, 8-K, Proxy, S-4, correspondence, etc...) management reporting and any other large/complex document that needs to be prepared on a collaborative basis or will be rolled forward for future versions. Cons Some limitations to Excel formulas Review Source ML Maggie L. Senior Internal Control Analyst Chemicals Used the software for: 2+ years ### "The customer service could be better " April 1, 2021 4.0 Pros The software is pretty easy to navigate and not a complex software. Cons The users from my company had a couple of access issues and they were not able to help timely to resolve the issue. 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