Wolters Kluwer

TeamMate + Audit


4.5 / 5
9 reviews

Who Uses This Software?

Internal Auditor departments looking to drive visibility across lines of defense, consistency throughout workflow and efficiency for greater risk management


Average Ratings

9 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Wolters Kluwer
  • www.teammatesolutions.com/
  • Founded 1994
  • United States

About TeamMate + Audit

TeamMate Audit is a comprehensive audit management system designed to help auditors and audit department leadership manage all aspects of the audit process. TeamMate allows your institution to identify risk and create assessment reports, schedule projects and allocate resources, capture time and expenses, track audits and issues, and create and manage audits via an advanced electronic working papers database.


Spotlight media placeholder

TeamMate + Audit Features

  • Alerts/Notifications
  • Asset Tracking
  • Audit Planning
  • Compliance Management
  • Dashboard
  • Forms Management
  • Issue Management
  • Mobile Access
  • Risk Assessment
  • Task Management
  • Workflow Management
  • Alerts/Notifications
  • Auditing
  • Business Process Control
  • Compliance Management
  • Corrective Actions (CAPA)
  • Exceptions Management
  • Internal Controls Management
  • IT Risk Management
  • Legal Risk Management
  • Mobile Access
  • Operational Risk Management
  • Predictive Analytics
  • Reputational Risk Management
  • Response Management
  • Risk Assessment

TeamMate + Audit Reviews Recently Reviewed!


Great for Internal Audit

Jan 10, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: TeamMate is a great one stop shop for all things Audit. It keeps work papers very organized, has inherited segregation of duties (one person has to create a work paper, another review, another approve etc.). Its interface is very easy to navigate, and you can copy/paste/edit audit program templates to save time as well. Overall, I would say the department is very happy with it.

Cons: There were 2 major cons to TeamMate from our perspective. First, when you deleted a work paper in your procedures area, the link still stayed live in the references so it makes the references section messy and inaccurate unless you manually delete it there as well. Second, when we wanted to share our work papers with our external auditors, it makes it a bit difficult. You have to individually export all the work papers/attachments which makes it time consuming, yet we don't want to give our external auditors direct access.

Overall: TeamMate has really helped organize our work papers and segregation of duties with work paper review. Overall, I would say our team is satisfied with the product and will continue to use it.

Fully integrated audit software

May 02, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: TeamMate allows accountability in the audit process and team and visibility through its dashboards and has a friendly user interface. TeamMate simplifies and increases productivity of the entire audit process

Cons: The reporting functionality of the application is inefficient especially if an organization requires granular and customized reports

Overall: Best audit software currently in the market

Audit

Dec 05, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: I like the feature where you can open any spreadsheet and save directly into TeamMate without having to upload file into my project again. I also love the linking of documents: ie: I can link an important email into a project file without attaching the entire document. The outlook tiny icon will take you directly to that specific email pertaining to that project.

Cons: I dislike the project dashboard that has multiple tabs to search projects in. There should only be one search bar to search for all projects in the application, versus searching in each tab until finding what you're looking for. Also, I dislike that a file that was labeled complete for review will automatically go back to incomple or "yellow" each time you touch the file without asking if that's what you intended to do.

Overall: Overall this application is easy to navigate and helps in keeping projects and files organized pertaining to each phase. There are some feautures that could use an update (as mentioned) but overall this application serves its purpose.

TeamMate Audit Software

Jan 28, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It's a great place to store all your workpapers and it's convenient to collaborate with other colleagues. You're able to work on/edit the same documents, leave feedback, and sign off on them.

Cons: Just small things - I encountered a lot of challenges when hyperlinking documents. Sometimes the software would just crash but my work would not be saved. I always worked offline and copied and pasted into TeamMate just to be safe.

TeamMate + keeps you in control of your audits

Nov 04, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Teammate + Audit is a great tool to keep control over your audits, as everything pertaining to the audit is in one place. The green dot system makes sure that there is no need for back and forth communication when a section is ready for review. You simply follow the green dots.

Cons: The review process can be quite cumbersome. If this could be simplified so that if you have review rights the system automatically lets you do all functions of a reviewer without having to log in and out. Besides this, the software us awesome.

Solid audit management tool.Reliable audit management software

Apr 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The product does what is required but needs improvement to become user friendly. Great Interface. I can also say that the application is a well-rounded audit management suite which is regularly maintained and updated to meet our audit management requirements as expected.

Cons: The product could be updated for better documentation interface. It lacks the current available functions in other applications, such as auto spell checks and fonts options.Web version not very user friendly when compared to desktop version

Overall: The TeamMate application is a well-rounded audit management suite which is regularly maintained and updated to meet our audit management requirements. It provide many benefits such as accurate reporting.

Adopt Best Practise

Feb 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software always adopt best practise from IIA. Dimension & Prespective, Document Request, Combine Assurance and many more great functionalites in TeamMate+

Cons: So far nothing found fundamental cons, all works as expected

Overall: Ease to use, mobile, agile, latest technology and adopt best practise like IIA IPPF etc.

Great software

May 16, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: TeamMate+ is one of the better audit tools out there. It really helps in in identifying the audit universe for your company and provides easy organizing of working papers and its very easy to navigate.

Cons: No major cons, all works as expected as a free demo was used before purchase.

Overall: Excellent, value for money, built to flow with the entire audit process.

Market Leader for a Reason

Nov 04, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Comments: Great product for our small shop. Covers everything we need with room to grow. Really understand how auditors work.