# Page 2 | Wdesk Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Wdesk ## Showing most helpful reviews Showing 26-45 of 45 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NS Natalie S. Financial Accounting Supervisor II Insurance Used the software for: 2+ years ### "Wdesk is the Best!" April 13, 2017 5.0 We have had such a wonderful experience with Workiva! From ease of use to great customer service, we know that we are in the best of hands. It is such a relief knowing that reporting and filing will be a seamless and stress free process. Keep up the great work! Pros Ease of use, especially XBRL tagging Cons Not a lot of art/creative options. Difficult/annoying to work with JPEGS, etc, because there aren't a lot of editing options. Review Source BL Bryan L. Portfolio Accountant Real Estate Used the software for: 6-12 months ### "Audits made easy!" November 15, 2022 4.0 Overall, I really enjoy working with WDesk. It is utilized for quarterly reporting as well as annual audits. The ability to seamlessly integrate financial data with established word templates without affecting formatting is a difficult thing to accomplish, but WDesk has succeeded. Setting up templates to pull specific financial data can be a length/cumbersome task, but one that is well worth it! Pros Audit templates rolled forward with the ability to build in financial statements seamlessly Cons Setting up the templates and linking specific financial data is a very cumbersome task. Review Source JH Joy H. Senior SEC Reporting Analyst Banking Used the software for: 2+ years ### "LOVE Wdesk!!" April 13, 2017 5.0 I love Wdesk! The product and support are world class. It streamlined our financial reporting process, as well as our documentation process, when we implemented the binder module. LOVE it! Pros I love Wdesk and the binder module. Customer service is fantastic. Review Source LV Lara V. Direct, SEC Reporting Telecommunications Used the software for: 2+ years ### "Great Product! " April 14, 2017 5.0 I have used Wdesk for over two years and I continue to be a happy customer! The customer support teams for SEC filings, XBRL and SOX compliance are amazing. The 24/7 customer service people are also very friendly and willing to assist with whatever is needed. I am really satisfied with Wdesk and I continue to be impressed with the functionality, ease of use and increased productivity created by this product. Pros Ease of use and ability to file our SEC filings when we are ready and ability to make edits up to filing is amazing. Cons Sometimes refreshing data when updating is slow. Review Source TD Taylor D. Manager Accounting Used the software for: 1-2 years ### "Great Product" November 24, 2023 4.0 Pros Ease of use and just the ability to document findings. Cons It took some time to get used to but once onboarded no complaints. Review Source LB Laurie B. VP, Controller Real Estate Used the software for: 2+ years ### "Implementation is a Breeze" April 13, 2017 5.0 I've used Wdesk for nearly 6 years at two different companies. Getting started on Wdesk is a breeze and the learning curve on using it is short. Their customer service is great and fast. Their professional service team makes XBRL a seamless process. I would recommend Wdesk to anyone for SEC reporting. Pros Ease of use, no more pencils down, great customer service. Cons Challenge to bring in new documents that don't need much editing or any links, just need to be filed with something. Formatting can be cumbersome for little benefit. Review Source RD Rick D. AVP, Manager, SEC Reporting Insurance Used the software for: 2+ years ### "This software changed the way we do our financial reporting." April 13, 2017 5.0 The sentiment around our company is that we hope to never have to use Microsoft Word to produce financial statements ever again. Review Source EM Eric M. Director of Finance Used the software for: 2+ years ### "BEST SEC software out there!!! Hands down!!!!" April 11, 2018 5.0 Better product, cost savings, increased efficiency. Pros The system is user friendly and the support is awesome. The Workiva team is always looking to make improvements based on actual feedback. Cons I have zero complaints - I actually insisted two companies that I started working for switched over to this software - which not only save time and made our product better - but it was less expensive than other company we were using. Review Source BW Barbara W. Used the software for: ### "Good Product, Good Customer Support" April 20, 2017 5.0 We started using the Workiva platform for our SEC filings five years ago and have been happy with our decision. The software is easy to understand and use. In addition to the various built-in controls (e.g. linking which ensures that values are updated everywhere they appear), we are big believers in the use of check figures and have set them up everywhere possible in our Workiva workbooks. Overall, this software provides a nice balance between handling things ourselves and having the support of experts within easy reach. This has been especially helpful with the XBRL process, which is performed primarily by us, but with help from Workiva staff when we have a particular problem. The system also allows for last-minute tagging additions/changes, which are sometimes unavoidable. The Workiva product development team is interested in and responsive to customer feedback, which continues to make their applications better and better. We are always open to looking at other solutions for our reporting needs, especially to keep costs down, but so far this is the one that continues to impress us the most. Review Source JT Justin T. Reporting Manager Semiconductors Used the software for: 1-2 years ### "Excellent Reporting Tool!" April 13, 2017 5.0 Wdesk is a lifesaver when it comes to SEC reporting. The software makes managing the reporting process easy to track and manage. Pros The ease of use and comparability to Microsoft Office features. Cons The binder features and how they are missing valuable functionality. Review Source CL Connie L. Manager of Financial Reporting Real Estate Used the software for: 2+ years ### "Wdesk review" April 20, 2017 4.0 Overall, I am satisfied with Wdesk functionality, it is user friendly, the link is awesome, and great customer service. Someone is always there to help whenever we need immediate assistance. Pros User friendly, link functionality is awesome, can work anywhere due to its accessibility and great customer service. Cons It tends to be slow (for example, saving an edit or just trying to switch to another section) as we get closer to the filing deadline. Review Source DD Dana D. Senior Accountant Insurance Used the software for: 1-2 years ### "Webfilings" April 13, 2017 3.0 Webfillings has a lot of potential and works for us now but the overall the software is slow and we are not able to do everything we'd like with it and the new features do not come out very often. Customer service has always been great. Pros Everything is in one place and we don't have to download anything. Cons It is overall slow, and the features we want and that we feel should be basic and already included do not come out very quickly. We would like it to be more trackable, to show completeness and also use it for external tracking. All of the tracking features that are included do not work for us. Review Source EP Emily P. Used the software for: ### "Wdesk- Business Solution for Your Needs" April 13, 2017 5.0 I've had great experiences with Workiva/Wdesk. They are always releasing new features to enhance the usability and are very open to receiving feedback. My customer service representative is extremely knowledgeable about the tool, best practices, and my company so that I get the best solution every time. The hotline is open 24 hours a day so even during crunch time, I know I can get assistance. The tool helps with SEC, regulatory, and internal reporting, as well as audit, presentations, data collection, you name it. If your company has data, Wdesk can help. Review Source AO An O. Assurance Senior Accounting Used the software for: 6-12 months ### "Wdesk Review" May 10, 2021 4.0 I like that my team and my client can easily share files and use different functions and not just share files- however, I have noticed that sometimes the function is slow and hard to navigate. Pros \- can easily share files - can use various formats (i.e. word, excel, visio, etc.) Cons \- slightly slow - can improve on the ease of using the software Review Source JB Jesse B. Used the software for: 2+ years ### "Grass is greener with Wdesk" April 13, 2017 4.0 Wdesk is a dependable, collaborative financial reporting platform that is supported by a dynamic accounting software company with a culture of continuous improvement. We made the switch to Workiva two years ago, and I can assure you the "grass is greener" on the other side. Review Source KN Karby N. Used the software for: ### "SEC Filing Made Easy" April 13, 2017 4.0 Workiva has made the overall process much easier, from pre-cycle to filing. There is less stress about timing, input and revisions. XBRL has become manageable and dare I say, enjoyable. I know without a doubt if I get stuck and need help, my CSM will be there to guide and help. Workiva is a great product that myself and team find very user friendly. Review Source AD Alex D. Used the software for: ### "Workiva - All Around Home Run" April 13, 2017 5.0 I've been using Workiva since 2011, and I've had nothing but great experiences with them. Navigating through Workiva is a breeze and their customer support is fantastic. Review Source AC Amy C. Used the software for: ### "Great tool!" April 13, 2017 5.0 Working in Wdesk is extremely user friendly. It makes collaboration and filing easy and the customer service representative are always ready to help! Review Source DI Douglas I. Used the software for: ### "Pinnacle Review!" April 13, 2017 5.0 Workiva has been outstanding for issuing our 10Qs and 10Ks and the customer support is terrific. Would highly recommend! Review Source AW Anna W. Used the software for: ### "So user friendly! Great customer service!" April 17, 2017 5.0 The WDesk software is incredibly user-friendly and the customer service and outreach team are phenomenal to work with! Review Source Similar Products Featured ## Related categories [Compliance](https://www.capterra.com/compliance-software/)[Audit](https://www.capterra.com/audit-software/)[Reporting](https://www.capterra.com/reporting-software/) ## 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.