# Page 4 | TeamMate Audit Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is TeamMate Audit the right Audit solution for you? Explore 116 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/143239/TeamMate-Audit-Management/reviews --- TeamMate Audit 4.3 (116) 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 4 - Reviews of TeamMate Audit ## Showing most helpful reviews Showing 76-100 of 116 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Client Services Lead Used the software for: 2+ years ### "Fully integrated audit software" May 2, 2018 5.0 Best audit software currently in the market 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 Review Source VR Verified Reviewer Manager Financial Services Used the software for: 2+ years ### "Excellent audit workflow tool" October 23, 2020 5.0 Pros TeamMate+ helps organinize the testing in Risk, Control and test procedure objects that improves readability. Moreover the Reporting module helps generate reports to extraxt information across different audits Cons It can lag sometimes in loading the requested projects. But, other than that no lag issues or performance issues are noted Review Source VR Verified Reviewer Sr IT Auditor Airlines/Aviation Used the software for: 1-2 years ### "Does the job just fine, could have more functionality" March 30, 2020 4.0 Pros I enjoy how easy it feels to navigate the tool. There is not a huge learning curve! Cons The sign off feature could be improved. For example, if something is signed off both at the preparer and then the reviewer level, and then someone goes ahead and makes a slight change - or even better, simply saving it over again without a change - the item is flagged. It might be great for version controls but is annoying to have to deal with this even when things weren't changed. Review Source LC Lorita C. Port Senior Auditor Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Easy transition from TeamCloud to TeamMate+" August 4, 2022 5.0 In general, TeamMate+ Audit is easy to navigate and has similar features as in the hosted TeamMate EWP. The transition did not take our team long to get used to the new online work environment. Also, Winterhawk the consultant helped with the implementation to TeamMate+ made the transition very easy. Pros Has many features such as hyperlinking that help with audit documentation. Cons Our team would love to have bookmarking back as this is a very helpful feature for our recurring audits. Reason for choosing TeamMate Audit We were under the impression that the hosted TeamMate EWP would be sunset in 2023. Review Source CC Christine C. Audit Manager Financial Services Used the software for: 2+ years ### "Tedious to use" June 24, 2022 3.0 Our department used Teammate for more than 10 years before we switched to another tool. Our new tool is so much easier to use. Teammate was useful but not efficient at all. Too many technical features were lacking or required extra steps to accomplish. Pros The only pro is the ability to see the overall project status in a single view Cons Small work panes, single session, inability to properly format data, inability to directly upload and link documents. Review Source KS Kerry S. Senior IT Auditor Insurance Used the software for: 1-2 years ### "Teammate + Audit Software" September 22, 2020 4.0 Teammate + has been helpful in getting our department to use a software. Its integrations with Microsoft Excel and Microsoft Word, paired with the linking capabilities to reference between audit evidence has also been beneficial. However, customer service is hard to get in touch with! Pros Teammate has an intuitive user interface. It is easy to navigate around and was customizable which allowed us to use our own taxonomy. Cons We had several errors that were hard to work around when implementing the software. It also seems like the software is still in progress and did not have all of the features fully developed that we originally thought that it would have. Reason for choosing TeamMate Audit Our audit team felt that Teammate had a more intuitive user interface. Review Source VR Verified Reviewer Analyst, Audit Analysis, International Labor Standards Entertainment Used the software for: 6-12 months ### "TeamMate Audit Software" January 28, 2019 4.0 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. Review Source VR Verified Reviewer Finance Accounting Used the software for: 1-2 years ### "TeamMate + keeps you in control of your audits" November 4, 2018 5.0 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. Review Source dO diego O. manager Financial Services Used the software for: 2+ years ### "The Ferrari of Internal Audit" September 22, 2020 5.0 a complete success, can't imagine our audit process without this tool Pros Ease of use always at the forefront of innovation and technology Cons not the cheapest but compared to the functionality, it's worth every dollar invested Reason for choosing TeamMate Audit because TM+ offers features that competitors have not copied yet, As technology advances so fast, choosing an obsolete software implies a huge opportunity cost Review Source HL Hector L. IT Audit Manager Financial Services Used the software for: 6-12 months ### "Regular user looking for expanding funtionality" April 14, 2020 4.0 It has been good in general, but the way the information autosaves on the templates and brings you back to the top of the window is a little bit annoying. Pros The way it is presented offers a nice user interface, it seems to be done and prepared to use with touch devices(tablets) as well as computers. Cons Some of the functionalities like reporting seem outdated in the sense that the out of the can reports that you can generate require a lot of customization and Cognos understanding to use it. Alternatives considered [RSA Archer Suite](https://www.capterra.com/p/176996/RSA-Archer/) Reason for choosing TeamMate Audit We use to have TM previous version Review Source LP Luciano P. IT Auditor Financial Services Used the software for: 1-2 years ### "A Great Audit Management Software" December 2, 2020 4.0 I use TeamMate+ on a daily basis to document audit procedures and evidence. It provides a great platform for an audit management tool. I would highly recommend to other looking for an audit management tool. Pros The ease of use via navigation, Cognos reporting, time tracking, and some project management features. Cons The coaching note feature needs some enhancements. I would love for it to open in a separate window. Also, it would be great to have a Kanban board feature for project management. Review Source CL Cristy L. Auditor Retail Used the software for: Less than 6 months ### "Audit" December 5, 2018 4.0 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. 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. Review Source BB Blaine B. Audit Manager Banking Used the software for: 2+ years ### "TM+ a Must have for your team" September 23, 2020 5.0 Pros The easy of working/communicating with my Team. Additionally I love the Coaching note management and the ability of changing the perspectives. Cons Not having the ability to keep the existing relationship automatically when approving items for the TeamStore. Reason for choosing TeamMate Audit This was the solution the Government selected. Review Source JP Jason P. Senior Auditor Accounting Used the software for: 6-12 months ### "TeamMate Covers Entire Audit Process Well" December 9, 2021 5.0 Pros TeamMate provides a one stop shop to track audit documentation and findings during the course of an audit. The ability to create your own mappings as well as track findings through remediation really makes it a great tool. Configurations also support retention and can be flexible based on specific policy. Cons It takes a while to get used to how mapping works within the tool, and it would be nice to have reference guides available for how to do this with ease. Review Source NB Nick B. Senior Internal Auditor Insurance Used the software for: 6-12 months ### "Good upgrade from TM AM, but some lost functionality" April 15, 2020 4.0 Pros It's easy to use, but then I think that about most software packages. I can see how the different ways of expanding project folders and other objects can be a little confusing to some. Teamstore is great! Cons Whilst dashboards are highly customisable, there are still items that I would like to see, but am unable to configure properly (e.g. project budget hours vs actual spent hours). It would also be good if a planning feature could be added that could be used to map out the budgeted hours onto calendar weeks and compare those to the submitted timesheets. Review Source FS Francine S. Senior Accountant Government Administration Used the software for: 2+ years ### "Great Auditing Software" September 24, 2020 5.0 Pros The team store templates are so helpful, and the software makes audits much easier to do, especially with a workforce spread across the state. Cons Software seems great so far! I really can't think of anything to add. Review Source WW Wei W. General Auditor III Government Administration Used the software for: Less than 6 months ### "Needs Improvement " November 18, 2021 3.0 Pros 1\. Transfer all audit works and documents online to save paper 2. Make it easy to different users to access the audit project 3. It brings different units together in a central place and share information among units Cons 1\. It is not designed and tailored to our department program use 2. It is difficult to integrate with our existing business process 3. Document Request can only send to one recipient 4. We need much more field areas to set up the taxonomy 5. Dimensions are limited to 30 and need to manually update dimensions to avoid program issue/problems 6. When upload with large amounts of documents e.g. >100, can’t place all of them in a central location/place and be easily reviewed, accessed, and hyperlinked to the audit working paper Review Source ST Steven T. Senior Examiner Government Administration Used the software for: 2+ years ### "Really poor software " April 8, 2021 1.0 A lot of wasted hours Pros Not much, there is nothing to like. It is such a frustrating program Cons TeamImage is probably the worst part of the program, although the program as a whole is really poor Review Source Christopher T. Especialista de base de datos y Middleware Retail Used the software for: 1-2 years ### "TeamMate Review" July 30, 2019 5.0 Internal and external audit documentation Pros It works very well with SQLServer, it does not require much maintenance. Cons There is not much online documentation regarding this software, currently, we have an issue with AD authentication with users that exist on multiple domains, it's unresolved for now. Review Source RM RODRIGO M. FIELD AUDIT SUPERVISOR Retail Used the software for: 2+ years ### "COMMENTS" September 3, 2020 5.0 HAPPY TO USE TO PRODUCT Pros EASY NAVAGATION, A FRIENDLY USER SOFTWARE. Cons OFF LINE VERSION IS NOT EASY TO SYNC, SOMETIMES WORKS USING GOOGLE OR EXPLORER. Review Source EL Eddy L. Proyect Supervisor Management Consulting Used the software for: 1-2 years ### "A tool that makes work easier and delivers results" September 22, 2020 5.0 Pros The ease of use and the great flexibility in its configuration in relation to the work methodology. Cons It is missing some functionalities that TeamMate AM has. Review Source TP Tarra P. Audit Supervisor Government Administration Used the software for: Less than 6 months ### "Review of TM+" October 29, 2021 5.0 While we have only been live for a few weeks, the overall experience has been positive. We have enjoyed the new features and finding ways to streamline our work. Pros We have used TM AM for years so the similarities between the two made our decision easy. I love the notifications and the dashboard when I log in. It helps make supervising/managing audits so much easier. Cons Overall I feel like using the risk assessment is the most complicated part; however, it could be because we haven't used TM for this in the past so there is a learning curve involved. Additionally, the "get" versus "add" ribbons seem redundant and I don't like how when you "add" a workpaper it doesn't hyperlink. Review Source HC Haiyi C. Internal Auditor Banking Used the software for: 1-2 years ### "Good audit repository" April 14, 2020 4.0 Pretty smooth. Pros \- It is web based with cloud. - Overall good security. - Designed with an auditor's mindset. - Easy to track. Cons \- User concerns or questions on the forum are not addressed timely. Review Source VR Verified Reviewer Auditor Oil & Energy Used the software for: Less than 6 months ### "Great software" May 16, 2019 4.0 Excellent, value for money, built to flow with the entire audit process. 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. Review Source NZ Nicole Z. Administrative Assistant 1 Accounting Used the software for: 2+ years ### "Good program" September 22, 2020 4.0 Pros Currently using TeamMate AM and it is easy to use and understand. Cons Currently using TeamMate AM but, seems like it could be tricky to set up TeamMate +. The videos during the video conference are a lot of help. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.