--- title: "TeamMate Audit Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is TeamMate Audit the right Audit solution for you? Explore 117 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/143239/TeamMate-Audit-Management/reviews/" page_type: "reviews" language: "en" --- TeamMate Audit 4.3 (117) 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 August 26th, 2026 # Reviews of TeamMate Audit Ease of use 4.2 Customer Service 4.1 ## Pros and Cons in Reviews Kari J Internal AuditorBanking, 51 - 200 employeesUsed the software for: More than 2 years. “I appreciate that it sends automated reminders to those who have tasks assigned to them, as well as automatic notifications when issues, recommendations, and reports are available for them to view.“ July 11, 2026 Kari J Internal AuditorBanking, 51 - 200 employeesUsed the software for: More than 2 years. “There are also frequently formatting issues when pasting in text from other sources, especially from PDF files.“ July 11, 2026 Kari J Internal AuditorBanking, 51 - 200 employeesUsed the software for: More than 2 years. “It also offers an easy way of recording when workpapers are completed and reviewed and approved and when audit recommendations are implemented.“ July 11, 2026 NK Nicole K Sr Analyst IT SOX ComplianceBanking, 501 - 1,000 employeesUsed the software for: More than 2 years. “Also, for reports that I have created, if help is needed from the support team and they add in any columns/make adjustments, I lose the ability to make any edits to the report.“ February 11, 2025 KJ Koustab Prasad J IT AuditorInformation Technology and Services, 1,001 - 5,000 employeesUsed the software for: Less than 6 months. “TeamMate+ Audit offers strong value for money with robust compliance and automation features. While onboarding requires time, the platform ultimately enhances audit quality through structured process management and clear communication via notifications“ July 29, 2025 KA Kathryn A Assistant General AuditorUtilities, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “The user guide is significantly lacking with regards to rolling the risk assessment and moving incomplete audit projects forward.“ February 18, 2025 Kari J Internal AuditorBanking, 51 - 200 employeesUsed the software for: More than 2 years. “TeamMate is a great tool for organizing audit workpapers and documenting testing.“ July 11, 2026 RQ Rizwan Q Internal Audit ManagerOil & Energy, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “Its a formatting nightmare to extract audit report from TM+ and needs a lot of work to fix it.“ February 12, 2025 ## Showing most helpful reviews Showing 1-25 of 117 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chirag Malhotra (. Senior Manager Internal Audit Accounting Used the software for: 2+ years ### "Best audit documentation software" May 2, 2021 5.0 I am very happy with teammate as it made my life very easy and managed. My auditing have become so transparent and manageable that I wish I could use it in future organizations as well. Pros I am using teammate for preparing audit programs for my internal audit engagements. This is the best software I have ever used for audit documentation purpose. It gives me real time updating facility and even my seniors can review work/ documents immediately after I update them. I recommend every auditing firm or company to get this software to make your documentation monitoring strong. Cons Sometimes I faced this issue that after opening a attached document, viewing it and then closing it. If I try to open another document attachment of same type, then it displays an error that previous file is still open and I need to close it, however, I have already closed it. Please fix this issue. Review Source VR Verified Reviewer Auditor Accounting Used the software for: 2+ years ### "Review of Teammate Audit Software" August 7, 2025 4.0 It has been good so far. I like that it keeps getting upgrades that are tailor made to meet the pain points of most audit firms Pros I really appreciate the issue tracking and recommendation closure features on Teammate. They make it much easier to follow up on audit issues, monitor progress, and ensure timely closure—very helpful for maintaining accountability and visibility throughout the audit process. Cons Limited in Power point outputs. We need to do a manual power point presentation to the board due to this. Review Source Response from Wolters Kluwer August 21, 2025 Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  SL Seonghyeok L. Internal Auditor Gambling & Casinos Used the software for: 1-2 years ### "Good tool, but needs major updates" February 13, 2025 3.0 Teammate+ has made it easier for projects to be centralized and easy to access for the team collectively, but with issues with linking and opening documents, has made it hard to efficiently work. Pros I like the features of linking between different documents in the same project. Also being able to store exceptions or notes from prior audits into the teammate store, for ease of access and reference. Cons The new feature on the side that shows a brief summary of the progress when you open the project is not helpful and very annoying. Often times the linking or opening of workbooks do not work or times out. I've been having a long term issue of the link pasting, pasting links copied from prior. Ending up with 4 links pasted in a document, when I only wanted the most current one. Review Source Response from Wolters Kluwer February 17, 2025 Thank you, Seonghyeok, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. JL José L. Data Mining Specialty Banking Used the software for: 6-12 months ### "TeamMate+ Audit is the auditor’s best friend." August 13, 2025 5.0 My overall experience has been very good. I am the administrator of the tool, and it’s just a matter of adapting to it. One thing I can mention is that I find the documentation for TM AM to be a bit more comprehensive, which can reduce the amount of testing needed to understand each feature of the tool. Pros Some of the things I like about TeamMate+ Audit are that it is a tool very adaptable to the different needs of the department, but what I like the most is that it is very easy for auditors to efficiently complete the execution of projects. Cons I think it could be improved so that the evaluation can average the risk, even when assessed across different projects, rather than just showing the value from the most recent project evaluation as it does currently. Additionally, since it would be an average, you could visualize the evaluation for each project, perhaps in a report. Review Source Response from Wolters Kluwer August 18, 2025 Thank you for sharing your feedback with us, Jose. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  VR Verified Reviewer IT Staff Auditor Banking Used the software for: 1-2 years ### "Project Management for the future" August 5, 2025 4.0 I think it's a good repository but it needs to work on how to incorporate project management. That would be the ideal product. Pros I like the structure of saving documents, history feature, and that dashboards can be added. Overall, it's a good repository tool. Cons That you can't add documentation or procedure steps unless you are inside the project. I also don't like that the dashboards aren't interactive. Review Source Response from Wolters Kluwer August 6, 2025 Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. xB xiaolong B. Sr. Auditor Banking Used the software for: 6-12 months ### "Powerful Audit Tool with a Learning Curve" July 30, 2025 5.0 Pros What I liked most about TeamMate+ Audit was its user-friendly interface and how it streamlined the audit workflow. The ability to centralize documentation, track audit findings, and automate follow-ups significantly improved our efficiency and collaboration. Its real-time dashboards and reporting tools also made it easier to monitor progress and communicate with stakeholders. Cons While TeamMate+ Audit is a powerful tool, what I liked least was the occasional complexity in setting up custom reports or workflows. Some features required additional training or support to fully utilize, which could slow down onboarding for new users. However, once familiar with the system, the overall functionality was very beneficial. Review Source II Indra I. Audit Capital Markets Used the software for: 2+ years ### "Clear Audit Documentation Structure" August 1, 2025 4.0 Pros The structure is clear and easy to follow, and it includes all the necessary sections required for the audit process and documentation. Cons Regarding the hyperlinking function in Docs, the current process requires manually navigating to each document, copying the link, and pasting it into the relevant section. It would be beneficial to have a feature that allows users to select specific sections or uploaded documents—either individually or in bulk—for hyperlinking, to streamline the workflow. Review Source Response from Wolters Kluwer August 6, 2025 Thank you for sharing your feedback with us, Indra. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. KPJ Koustab Prasad J. IT Auditor Information Technology and Services Used the software for: Less than 6 months ### "Comprehensive Audit Management with Room to Improve Usability" July 29, 2025 5.0 TeamMate+ Audit offers strong value for money with robust compliance and automation features. While onboarding requires time, the platform ultimately enhances audit quality through structured process management and clear communication via notifications Pros TeamMate+ Audit streamlines process management and task automation with customizable workflows. Its compliance tracking and detailed email notifications add great value for audit efficiency. Cons The platform has a steep learning curve, and initial configuration can be time-consuming. Customer support is responsive but sometimes slow for complex issues. Review Source Response from Wolters Kluwer August 6, 2025 Thank you for sharing your feedback with us, Koustab Prasad. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our Customer Services and Support teams to address. DP Doug P. Senior Auditor Defense & Space Used the software for: 2+ years ### "Great, but always room for improvement" February 11, 2025 5.0 I think it's a great solution that achieves 100% of our needs and 80% of our desires. Pros It's simple to record audit workpapers and evidence review using workflows. Cons Maybe this is just our organization, but users can't upload an audit program from an Excel file directly into a single project. Most of our audit programs are tailored to a specific project and therefore we need to adjust them manually in Excel each time to present to our management team for approval. Then we have to get our admins to upload the program into TeamStore so that we can import it. It would be great if we could ad-hoc upload an Excel file for each project without going through TeamStore. Also, sometimes the linkage between coaching notes and issues to the procedures is not very clear. Especially when you get an email notification - there is no mention of the procedure that they are linked to. Review Source Response from Wolters Kluwer February 12, 2025 Thank you, Doug, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. MP Melissa P. Audit Manager Banking Used the software for: 6-12 months ### "Review on TM" August 5, 2025 4.0 My overall experience is good. I think Teammates serves it purpose with it's usefulness and allowing a centralized location to store all audit related workpapers. Pros Convenience on having a centralized location for audit workpapers. The platform is very well organized. Cons It sometimes takes a while for files to upload. It might be challenging at times navigating through the various features. Review Source Response from Wolters Kluwer August 6, 2025 Thank you, Melissa, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed. AS Alex S. Sr. Internal Auditor Accounting Used the software for: 2+ years ### "Sr. Internal Auditor" February 11, 2025 4.0 Good. Was able to load WPs easily and add issues Pros Ease of use and user friendly. Able to navigate easily Cons Could not find many negatives. Platform was easy to use Alternatives considered [AuditBoard](https://www.capterra.com/p/148230/SOXHUB/) Reason for choosing TeamMate Audit Cost was the main consideration in making decision Review Source Response from Wolters Kluwer February 12, 2025 Thank you, Alex, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. GN Gerald N. Auditor Financial Services Used the software for: Less than 6 months ### "TeamMate+ Review" February 11, 2025 4.0 The new TeamMate+ seems refined and very user-friendly. Compared to the previous version, it looks much better. We are awaiting the final configuration and we will be fully using it Pros The easy and friendly user interface makes working with TeamMate+ enjoyable to work with. the logical flow that is embedded on the application comes very friendly for colleagues who are new to Internal audit coming from various other business units Cons The lots of radio buttons and the setting up, the idea was good however it seemed timeous to get around Switched from [TeamMate Analytics](https://www.capterra.com/p/143131/TeamMate-Analytics/) The Company is modenizing the applications in all business units Review Source Response from Wolters Kluwer February 12, 2025 Thank you for sharing your feedback with us, Gerald. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. RN Randy N. Senior Auditor Banking Used the software for: 6-12 months ### "TeamMate Audit Review" February 12, 2025 5.0 Despite the aforementioned negative aspect, I think that I have had a very good experience with TeamMate and the positive components definitely outweigh the negative aspects. Pros I really like that it is a very user friendly program. It offers very nice organization and a layout that just makes logical sense. Given these qualities it makes organizing and maintaining audit files that much easier. Cons The one thing that I did not like about TeamMate is the trouble I have had with the check in/checkout feature. Various instances, I have had TeamMate not respond to button clicks for checking out or checking in. Additionally, I have had issues where I edit a document, check in that document, and the check in does not register despite TeamMate telling me it did. Therefore, next time I log in, my work is not updated and I lost all progress. Review Source Response from Wolters Kluwer February 17, 2025 Thank you, Randy, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. mA musalam A. it Information Technology and Services Used the software for: I used a free trial ### "Good support for Audit processes" September 9, 2025 5.0 I am a technical user, and the baseness team are the ones who mainly use Teammate+ Audit............ Pros ease to manage audit task, save time, flexible & customizable according to organizational needs..... Cons I like the user-friendly interface and how is help save time by centralizing all audit work in one place Review Source KG Khalil G. Internal Audit Director Banking Used the software for: 2+ years ### "Great Solution" February 17, 2025 5.0 Excellent overall experience, the documentation with the app is great, also the ability for customization is great as well. Pros Risk assessment documentation, report creating Cons Risk library needs regular updates, the app could benefit from creating industry packs to address specific industries Review Source Response from Wolters Kluwer February 18, 2025 Thank you for sharing your feedback with us, Khalil. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. DD Damion D. Chief Internal Auditor Government Administration Used the software for: 2+ years ### "Chief Internal Auditor" February 10, 2025 4.0 TeamMate+ is certainly value for money. It manages the Audit process well and reviewers can actually see the progress of the work being done by Auditors assigned to an Audit Engagement Pros The ability to monitor in real-time the progress of each audit engagement and the monitoring of the responses generated from Management Cons Tables placed in the issues/findings are scrambled when the report is generated Review Source Response from Wolters Kluwer February 11, 2025 Thank you, Damion, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. BB Bakan B. SIA Mining & Metals Used the software for: 1-2 years ### "Feedback on Team Mate use" February 17, 2025 4.0 I am very happy with teammate. All the assigned audits are appropriately documented on the system, and accessible. Pros The structure is straight forward. The application navigation is easy to follow. The instruction are well laid out Cons There is not much flexibility on the application. The functionality on request for information is limiting. Review Source Response from Wolters Kluwer February 18, 2025 Thank you, Bakan, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. YO Yaw O. INTERNAL AUDITOR Banking Used the software for: 1-2 years ### "Internal Auditor" February 18, 2025 4.0 Supports audit planning, risk assessments, fieldwork, and reporting within a single platform. Pros Easy to use and designed to streamline audit processes, improve collaboration, and enhance reporting. Cons Our auditees are unable to access or view the reports when received via email. New users may find it complex, requiring training to fully utilize its features. Review Source Response from Wolters Kluwer February 19, 2025 Thank you, Yaw, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. MO Moamen O. Senior Internal Auditor Logistics and Supply Chain Used the software for: 6-12 months ### "TeamMate is a real Team Mate" February 16, 2025 4.0 In general, My experience with TeamMate is really great. I would recommend it for all auditors. Pros Using TeamMate in tracking the implementation of audit recommendation. Cons Generating a customized audit report. Inability to use Sopell Check features similar to those in MicroSoft Office. Review Source Response from Wolters Kluwer February 18, 2025 Thank you, Moamen, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. SF Stephanie F. Senior Manager Insurance Used the software for: 2+ years ### "Senior Manager" February 12, 2025 4.0 Overall experience is positive and TeamMate+ would be recommended. Pros TeamMate Insights reporting function and TeamMate Analytics are useful tools to enable me to perform reporting and auditing duties efficiently. Cons Upgrades including efforts from IT are needed. Review Source Response from Wolters Kluwer February 13, 2025 Thank you, Stephanie, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. MV Maryjane V. IT Auditor Banking Used the software for: Less than 6 months ### "Audit Helpmate" February 11, 2025 4.0 TeamMate+ has helped in my organisation and helped me personally with tracking of exceptions as well as providing timeline reminders for the auditees Pros The tracking of audit timelines for both auditors and auditees Cons The configuration and set up process is almost too manual Review Source Response from Wolters Kluwer February 17, 2025 Thank you, Maryjane, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. SHT Seng Hong T. RA manager Logistics and Supply Chain Used the software for: 1-2 years ### "functionality " February 11, 2025 5.0 overall experience is ok, can be improved for the design Pros data and information storage, scoring etc Cons interface differentiation & reviewing/ approval process involving more users at the same time Review Source Response from Wolters Kluwer February 12, 2025 Thank you, Seng Hong, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. JO Jackie O. Quality Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Good to get a start on Audit" October 31, 2024 4.0 Pros All audits are within one same tool which makes it easy for consistency and archiving Cons The display and overall feeling of the tool is not AI enhanced Review Source KC Kristen C. Division Director Government Administration Used the software for: Less than 6 months ### "TeamMate Allows Us to Provide Better Audits in Less Time" September 8, 2022 5.0 Our implementation team was outstanding! They took the time to thoroughly explain the product and made sure staff was comfortable using the software. It seemed their biggest goal was to ensure our success. Pros TeamMate is user friendly and can be seamlessly integrated into many types of organizations. TeamMate helps keep audit projects organized and makes it easy to schedule projects from your audit plan. The feature I like the most is the ability to document risks throughout the agency. TeamMate provides a great overall picture that can be presented to management and the Audit Committee. Cons We have not encountered any issues with the product or any features that we would like to see added. I have reviewed their Community Forum and found it to be a great tool when questions do arise. Review Source VR Verified Reviewer Senior Data Analyst Internet Used the software for: 2+ years ### "Great for Internal Audit" January 10, 2019 4.0 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. 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. Review Source ## 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. Talk to a Capterra advisor for free and get results within 15 minutes.