--- title: "Wdesk Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Wdesk the right Audit solution for you? Explore 62 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/106817/Wdesk/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-30" --- Wdesk 4.5 (62) [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 September 30th, 2026 # Reviews of Wdesk Ease of use 4.3 Customer Service 4.7 ## 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 62 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Intern Used the software for: Less than 1 year ### "Great for team-based reporting/analysis" November 19, 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 R Reviewer ESG Coordinator Used the software for: Less than 1 year ### "The best software we found" March 7, 2023 5.0 Over it's been great. I love the layout and am excited about your continued improvements. I have also really enjoyed our work with our account manager. \[sensitive content hidden\] is always quick to answer our questions, and is friendly and personable. Pros \- I like the ease as with I can upload data for each of our locations. - I like being able to filter locations and see if I've already updated for the month, this helps me keep track of my to-dos- I like the home screen to see where we're at for each category. Cons \- I think the report has improved but still feels buggy sometimes. - I wish I could expand the scope of emissions and see where the bulk of the data is coming from without clicking away. A drop-down menu that said "main campus X emission" all on the same page to give me an idea would work better for me. - I wish there was a way to look at impact by category and scope data from a location-by-location basis. My team has little to no sway over other locations and can only speak to the main campus, so seeing just our impact would be ideal. Review Source Sarah M. Software Engineer Used the software for: 1-3 years ### "Excellent reporting and compliance solution" September 10, 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 R Reviewer Brand Designer Used the software for: Less than 1 year ### "An amazing tool that's always getting better" September 29, 2023 5.0 Pros Carbon Accounting, KPIs and Metrics, carbon management, progress status, education, community, ease of use, UI, design, blog, events, and outreach. Cons Although sustainability is a growing priority, most businesses are unequipped with environmental know-how. The initial onboarding process was somewhat confusing at times. An option for a step-by-step impact set-up with someone on the Sustain team would be helpful. There was a general onboarding call with a team member, but something more in-depth for specific questions would strengthen confidence. Review Source JP Jennifer P. Sr. Auditor Used the software for: Less than 1 year ### "Honesty First" January 17, 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 R Reviewer Sustainability Coordinator Used the software for: Less than 1 year ### "Review on Emissions Tracking" January 30, 2023 3.0 Pros It gave us a good baseline of what our emissions were for a baseline year. It was user friendly and not much work to input data. Cons I believe there should be a full length report that would be blank pages with general sections for companies to report on in a written manner. Review Source R Reviewer Environmental Sustainability Specialist Used the software for: Less than 1 year ### "Carbon Accounting in the Travel Sector" May 16, 2024 5.0 We expect Sustain.Life to be game-changing or the sustainability journey of our company, but we are still new users. For now, we can say that Sustain.Life platform and team didn't disappoint us (on the contrary) and all our goals seem to be achievable with this partnership. Pros Since the start, Sustain.Life has offered a flawless customer support! We have already requested help from different roles and for different purposes and not only was the reply always quick but they seem to have great internal communication. Cons So far, the only area that definitely could use some improvement is how the data is uploaded and managed on the platform. This should be a more agile process and we would like to make changes in bulk once the data is uploaded. Additionally, Sustain.Life doesn't have all the automatic sustainability reporting we are going to need in the future (e.g. ecovadis, UNFC), but they are always adding new ones and the main ones are already there. Review Source VR Verified Reviewer Admin Asst to CEO, CFO & General Counsel Used the software for: 3-5 years ### "I have used this software for SEC reporting for seven years and highly recommend it." July 19, 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 R Reviewer Director, Quality and CSR Used the software for: 1-3 years ### "Great value for the money." August 8, 2023 5.0 We did not know where to start our climate ambition journey and Sustain.Life helped us significantly by simply guiding us through the process. But it is not only about the tool. The entire experience has been wonderful. The customer service that I have received is excellent. The response to the questions I ask comes quickly and always with videos and easy to follow instructions. The price of the tool for Scope 1 and Scope 2 is great and can be used for the SMEs, as some of them do not need to report Scope 3. The opportunity to purchase Scope 1 and 2 options first, and adding Scope 3 later, is very useful for these users who are just starting to learn the process. In addition, I have been a part of other initiative that supports SMEs using consulting companies to calculate carbon footprint using Excell and appropriate emission factors. The results obtained from this approach fully agree with data reported by Sustain.Life what is a great way of validating that tool as scientifically sound. Great tool. Great service. Pros This Software is a great tool supporting organizations of all sizes. I have been only using the Building and People option that calculations Scope 1, 2 and a little bit of Scope 3. The use of Software is very easy and intuitive. It guides the use through the process, serving as a consulting tool. In addition, it reports the data in a dashboard and compares the results for the reporting period. I am looking forward to checking option related to Scope 3. Cons The reporting is good but the colors are not very distinct. The graphics could be improved. Review Source R Reviewer Senior Accountant Used the software for: 3-5 years ### "Excellent tool that helps me making reports" August 30, 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 Used the software for: Less than 1 year ### "Workiva Audit Software" January 17, 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 R Reviewer Administrative Assistant Used the software for: Less than 1 year ### "Reliable Customer Service" May 2, 2024 5.0 Overall, my experience was a good one. There were some frustration points, but having such an awesome and supportive rep in \[sensitive content hidden\] really made a difference. I look forward to learning more about Sustain Life and seeing their platform develop and grow. Pros The one-on-one customer service that I was able to get was incredibly helpful while learning the ropes of Sustain Life. Not only was I able to have my questions answered, but I was also able to give feedback, which was received gratefully. I can already tell that the Sustain Life team is going to help make my experience even better as we continue to use this platform for our reporting needs. There were some glitches when trying to do my initial inputs, but our rep, \[sensitive content hidden\], worked to get those captured and sent over to the Sustain Life team to be corrected. The glitches that impeded my work the most were corrected in time for me to input my measures. Cons Some of the functionality was not super user-friendly when dealing with large amounts of vehicles. I also hope to see more vehicles added to the drop-down feature so that we can utilize the MPG ratings that Sustain Life provides, vs. my own manual entry (which will not be as accurate). As mentioned above, there were some glitches when inputting new vehicles, but the most concerning of these were corrected or a work-around was provided. Review Source R Reviewer Auditor Used the software for: Less than 1 year ### "Review of WDesk" January 17, 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 R Reviewer Safety and Sustainability Analyst Used the software for: Less than 1 year ### "Data Management & Reporting" April 8, 2024 4.0 Pros Sustain Life has been the most appealing platform we've found. The price was right, the automation of our data, the translation of our data tied directly to sustainability reporting needs like CDP, the target setting that shows how it aligns with certain measures like science-based targets, the policy templates, the easy-to-understand breakdowns they offer via how-to videos and even their webinars are all examples of aspects that drew us to their platform. The list goes on! Cons We are in the process setting up our Sustain Life platform (entering profile and facility information, integrations, Scope 1 & 2 focus, etc.). Unfortunately, I realized propane/off road vehicle data is unable to be integrated at this time (requiring manual bulk uploads) and also, due to some unique utility providers we have as a global company, we have run into quite a few integration issues. However, our Customer Success Manager and the Sustain Life integration team are working diligently to resolve the issues and have even manually entered data as necessary for time-sensitive reporting needs. Sustain Life customer service has been top notch! Review Source R Reviewer Managing Director Used the software for: 1-3 years ### "Our sustainability partner" June 14, 2024 5.0 Sustain.Life offers great value, enhancing our brand as we align our business operations with our sustainability goals. With Sustain.Life, we can effortlessly monitor our emissions, ensuring our business practices contribute positively to the planet. Highly recommend for any business looking to make a real-world impact. Pros Sustain.Life is an invaluable for managing our environmental impact. The platform is user-friendly, making it easy to track and report our carbon emissions. Cons For small business entry cost is high, however this is offset by ROI to business. Review Source R Reviewer Auditor Used the software for: Less than 1 year ### "Workiva does the work for you" February 8, 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 William F. ESG Manager Used the software for: Less than 1 year ### "Great Tools to get started on Your ESG Journey " January 30, 2023 4.0 Overall we are just beginning to understand where all the CO2 eq impact is coming from. Our green team is now beginning to chart a course of action that will address the emissions issue and lessen our environmental impact. Pros The conversion tools which calculate everyday measures into carbon footprint equivalents. Like travel miles made on commercial flights into CO2 Equivalents. Or gallons of gas used into emissions. Cons I am not sure that there are reports that are standardized in this space yet. But so far it requires downloading and massaging the data to get reportable metrics that I can use in better explaining our impact. Review Source Verified Reviewer AVP, Financial Reporting Officer Used the software for: Less than 1 year ### "Best SEC filing tool!" April 1, 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 R Reviewer CSR Specialist Used the software for: Less than 1 year ### "Great Service in a Fast Timeline" July 13, 2023 4.0 Overall, we are very pleased with Sustain.Life's work in this field, and we're grateful for their dedication to the platform, to our team, and to growing the overall awareness and importance of tracking GHG in the corporate sector. Pros We liked the accessibility of the customer service at Sustain.Life - We had a very tight turnaround to get GHG emissions up for contract requirements and Sustain.Life's team was very understanding and helpful while accommodating us. Cons Clearer access to learning resources would be helpful, especially in common language for those who may have never known anything about GHG before. Review Source VR Verified Reviewer Telecommunications Engineer Used the software for: Less than 1 year ### "Excellent software for the creation of financial reports." February 6, 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 R Reviewer Sr HR Compliance Analyst Used the software for: Less than 1 year ### "Excellent for Reporting and Auditing" August 13, 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 Used the software for: 1-3 years ### "Wdesk Review" February 15, 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 ### "Essential resource for SEv Filers" September 4, 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 Anand R. IT Coordinator Used the software for: Less than 1 year ### "Best software for compliance & reporting. " October 5, 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 R Reviewer ### "Sussex Bank Review" May 17, 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.