# Page 8 | AuditBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - Is AuditBoard the right Compliance solution for you? Explore 414 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/148230/SOXHUB/reviews

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AuditBoard

4.7 (414)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 8 - Reviews of AuditBoard

## Showing most helpful reviews

Showing 176-200 of 414 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CN

Craig N.  
Project Specialist  
Accounting  
Used the software for: 1-2 years

### "Internal Audit & SOX Function Review"

October 19, 2023

4.0

Pros

AuditBoard is a great tool to send set up and track requests for support. We use it to automate requests that would normally get lost and buried in emails. The ability to share support with external auditors has been crucial.

Cons

I would like to see improvements in the "Files" sections as I often have troubles adding what I need. The "Document" option in the narrative section could use some more functionality

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Craig! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team automate requests. We're actively working on new features, and your feedback will help inform those!

LC

Lesley C.  
Manager  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Streamline audit process and one single data "

May 29, 2024

4.0

One single data in AuditBoard. save time to check version in each other's laptop WorkStream function is super useful for approval workflow, document request, or communicate with business owners

Pros

All data are connected and real-time. WorkStream function are extremely useful and applied in several modules. Audit log is helpful and important to track who did what

Cons

Dashboard does not fit company need. need to customize ourselves

Review Source

jR

jennifer R.  
audit  
Banking  
Used the software for: 2+ years

### "auditboard"

October 18, 2023

4.0

good audit platform, will keep use it

Pros

cloud base data, and high quality, easy to learn it. it keeps to add new products

Cons

some times it is hard to configure the fields or template.

Reason for choosing AuditBoard

trust quality, cloud based

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Jennifer! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team. We're actively working on new features, and your feedback will help inform those!

VR

Verified Reviewer  
Internal Audit Senior Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Best Audit Management Product on the Market"

March 21, 2024

5.0

Pros

AuditBoard is the best audit/risk management product on the market - easy to use and customize.

Cons

Company seems to be growing quickly and not investing enough in product support employees.

Review Source

LR

Lauren R.  
Internal Auditor  
Consumer Goods  
Used the software for: 1-2 years

### "Auditboard is comprehensive and support is great"

March 25, 2024

5.0

Auditboard has a lot of functions and tools that other audit softwares do not offer.

Pros

Auditboard support has been super helpful in setting up functions, rolling forward audits, closing SOX programs.

Cons

Report generating can be easier/more comprehensive. Sometimes I need to generate multiple reports for the information I need, or I need to generate a report to build another report to get the information I need.

Switched from

[Diligent One Platform](https://www.capterra.com/p/268087/Diligent-One/)

I started using Auditboard when I started at my current job. My previous role used highbond.

Review Source

SYH

SZu Yin H.  
Associate Manager  
Food & Beverages  
Used the software for: 2+ years

### "a great GRC tool that I can kick the ground running and drive efficiency"

October 18, 2023

5.0

Pros

We implemented AuditBoard SOX Hub and Ops Audit back in 2022. Our Team has found its a smooth transition from the manual work to the meaningful GRC tool. We can focus on creating survey templates, automated evidence provided by frontline users, follow up status updates much more effiencetly. The alignment between teams is so much easier through ABI dashboard.

Cons

Overall I like the application and all the new feature it rolled out. U will love ot have a better ROI.

Reason for choosing AuditBoard

user friendly

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, SZu Yin! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team have more alignment. We're actively working on new features, and your feedback will help inform those!

PK

Pooja K.  
AVP of ERM & Climate Change  
Insurance  
Used the software for: 2+ years

### "Ease of Use"

June 6, 2023

4.0

Overall great experience with AuditBoard.

Pros

Ease of use. It was very users for our employees to use globally with little to no training needed.

Cons

Reports - the out of the box dashboards and reports are not helpful. The only way they are useable are through an API with PowerBI.

Reason for choosing AuditBoard

Good customer service and ease of use

Switched from

[CLEAR](https://www.capterra.com/p/130212/CLEAR/)

Thompson Reuters was not easy to use and our customers disliked it.

Review Source

Response from Optro

June 29, 2023

Thank you for taking the time to leave a review, Pooja! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team on a global scale. We're actively working on new features, and your feedback will help inform those!

JP

Jessica P.  
SOX Lead  
Information Technology and Services  
Used the software for: 1-2 years

### "AuditBoard"

October 19, 2023

5.0

The customer service experience is amazing with AuditBoard. Today, I am at their annual conference in California, and I can't say enough wonderful things about \[sensitive content hidden\] , Senior Manager, in Customer Success. We were at breakfast and \[sensitive content hidden\] shared information with us about the weekly office sessions (virtual) that we can attend to learn more about the product. He answered all our questions related to the new features in AuditBoard and even discussed the new SOXHUB Admin Certificate. So excited to do that too. AuditBoard - if you are reading this, \[sensitive content hidden\] is an asset to your company!

Pros

The product is very user-friendly, version control is very valuable, and each year new features are rolled out.

Cons

I would like to see documents open on the same page. For example, to see the issue details open on the side of the page and still see the control info page open.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Jessica! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad our Customer Success team has provided great experiences for you and your team. We're actively working on new features, and your feedback will help inform those!

JB

John B.  
Internal Audit Director  
Oil & Energy  
Used the software for: 6-12 months

### "Brining Efficiencies Through Automation and Collaboration"

October 19, 2023

5.0

Highly intuitive and clean user workspace.

Pros

Automated generation of DRAFT and FINAL audit reports.

Cons

SOXHub Workstream PBCs do not handle multiple requests across various respondents well.

Reason for choosing AuditBoard

We wanted one "source of truth" for both Ops and SOX audits. The other tools did one well and one poorly but AB can manage both well.

Switched from

[TeamMate Audit](https://www.capterra.com/p/143239/TeamMate-Audit-Management/)

TeamMate was clunky and unreliable

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, John! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team automate generation of audit reports. We're actively working on new features, and your feedback will help inform those!

NO

Nicole O.  
Senior Internal Auditor  
Accounting  
Used the software for: 2+ years

### "User-Friendly and Modern Aesthetically"

June 21, 2022

5.0

Auditboard has streamlined our PBC and Narrative review processes in a way that we could not have done previously. I love how modern it is both aesthetically and in functionality. The user-friendliness of it from a control or process owner standpoint is unmatchable.

Pros

I love that Auditboard is so user friendly for process/control owners. Everything is laid out step-by-step and easy to use. Workstream is such a great functionality too - our PBC requests went from a very manual and not well tracked process to easily repeatable and understood throughout the organiztion.

Cons

As an administrator, I've found there are a lot of tricky functionality steps to take. Once you know them, it's very simple and makes sense, but to first start out knowing nothing there is a learning curve. For instance, adding a new control simply adds it to a control listing in settings and there is a separate step to add the control to the control/testing environment. Again, not a difficult step to take, but it is a little tricky when first starting out.

Review Source

Response from Optro

July 29, 2022

Hi Nicole - Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's doing that for you and your team. As our team continues to work on new features, and your feedback will help inform them!

JM

Jenna M.  
Sr Internal Auditor  
Retail  
Used the software for: 2+ years

### "AuditBoard Usability Review"

March 26, 2024

5.0

Love AuditBoard! The application really makes my job process and organization top notch.

Pros

The ease and automation of the application

Cons

There are a lot of features that I believe our team is not fully utilizing and I wish that we knew which we should be

Review Source

JL

Jeffery L.  
Senior IT Auditor  
Medical Devices  
Used the software for: 1-2 years

### "Great tool with amazing UX/UI, but a few tweaks would be handy (see the cons)"

October 18, 2023

5.0

Overall, great experience. Great UX/UI, and pleasant to the eye.

Pros

\- Great UX/UI- Version control for documents- check-in and check-out process- customizability of the permission based roles

Cons

Within the SOXHUB module, it is very hard to manage files/evidence for workpapers. I've noticed that you cannot drag folders to replicate them within Auditboard, and file names cannot be the same. This makes the process to finish testing a workpaper very manual.

Review Source

Response from Optro

November 15, 2023

Thank you for taking the time to leave a review, Jeffery! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team with version control for documents. We’re actively working on new features, and your feedback will help inform those!

Taylor M.  
Senior Internal Auditor  
Telecommunications  
Used the software for: 2+ years

### "easy to use and effective"

June 24, 2021

5.0

AuditBoard has something for everyone whether you are a control owner or admin. It saves time on both ends as well. It is a simple and well-thought-out product that also offers learning seminars and has an abundance of resources.

Pros

There is always resources to answer your questions or to learn more about another aspect of auditing. AuditBoard is incredibly easy to use and grasp.

Cons

There is nothing that comes to mind at the moment.

Review Source

OV

Osmel V.  
Internal Auditor  
Retail  
Used the software for: 2+ years

### "Best UI and automation opportunities in the game!"

June 6, 2023

5.0

I am overall very happy with using AuditBoard. I have been using it for over two years!

Pros

The UI is the absolute best. The software is incredibly easy to navigate. It's very customizable, and there are sooo many opportunities for automation. I love it!

Cons

AuditSync can use some improvements. Sometimes it will say it has saved, but it does not. This could lead to losing hard work.

Switched from

[RSA Archer Suite](https://www.capterra.com/p/176996/RSA-Archer/)

I received a new opportunity with a difference company.

Review Source

Response from Optro

June 26, 2023

Thank you for taking the time to leave a review, Osmel! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team with automation efforts. We're actively working on new features, and your feedback will help inform those!

Troy P.  
Director of Internal Audit & Compliance  
Utilities  
Used the software for: 2+ years

### "Highly Recommended!"

June 27, 2022

5.0

Thank you for the excellent customer service.

Pros

The dashboard is clear/simple and helpful, the user-friendliness is excellent and the integration across the Audit, SoxHub and Risk Management modules is very good to have.

Cons

The software is currently meeting all my needs. If anything I am still working through the customization of the observation follow up process but that more of a learning curve on my end.

Review Source

Response from Optro

July 29, 2022

Troy, thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team. Thanks for your comments about customer service - this is always great to hear!

AR

Adam R.  
Global SOX Compliance Manager  
Human Resources  
Used the software for: 2+ years

### "SOXHUB user"

October 26, 2022

4.0

I feel like I have had a great overall experience with AuditBoard so far. The customer support is top notch and any issues we raise are resolved in a timely manner. Additionally, there is so much training available to help guide you if you are new to the tool.

Pros

I think I enjoy how user friendly the system is. I came from a public accounting company and the layout of AuditBoard made a lot of sense and everything clicked for me shortly.

Cons

I wouldn't say that this is something that I don't like about AuditBoard itself, but I work on GITC, and I feel like I may not be able to utilise the full functionality of AuditBoard. We have many systems that are tested as part of a single control and it can make it tough to utilise all of the different features that I think are helpful, but just would not make sense to use from a GITC perspective.

Review Source

Response from Optro

December 7, 2022

Thank you for taking the time to leave a review, Adam! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad to hear you've had a great experience with our customer support team. We're actively working on new features, and your feedback will help inform those!

MB

Megan B.  
Auditor  
Retail  
Used the software for: 2+ years

### "AuditBoard Review"

October 18, 2023

4.0

Pros

The customer service team is so friendly and helpful. When we encounter an issue or need a change made, we receive feedback within 24 hours and they are always willing to jump on a call to talk through and/or be shown the issue we're having. The workflows are a fantastic way to ensure that reviews are being done completely and timely.

Cons

The AuditBoard team continue to work to increase the functionality of bespoke audits, but there is still a lot of work to be completed.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Megan! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad our Customer Service team is providing great experiences for you and your team. We're actively working on new features, and your feedback will help inform those!

AJ

Aaron J.  
Corporate Audit Manager  
Consumer Goods  
Used the software for: 6-12 months

### "Upgrade So Far"

October 26, 2022

4.0

AuditBoard is definitely and upgrade from our previous system. We are still in early stages of implementation and there is definitely more work to be done to fully benefit from the tool

Pros

Software is very intuitive to use. Implementation team was very helpful during initial phases. Documenting and reviewing workpapers is much more efficient than it was using our previous system.

Cons

System seems to time out frequently without warning. Additionally, we have had issues with access and have been unable to realize as much efficiency as we would like.

Review Source

Response from Optro

December 5, 2022

Thank you for taking the time to leave your feedback, Aaron. AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team. We're actively working on new features, and your feedback will help inform those! With respect to your comment on system time out and access, we will be sure to pass this along to our product team for consideration in future updates.

CM

Caleb M.  
HEAD OF AUDIT  
Insurance  
Used the software for: 2+ years

### "Most powerful risk and control management tool with exemplary reporting and data visualization."

September 30, 2023

5.0

Very flexible answers to risk and management issues. Visualization keeps me in control. It is absolutely an industrious tool.

Pros

It all trickles down to the basic audit and risk management. If well used, AuditBoard will do the job for you. Matters concerning compliance are well handled with the weight they deserve. For the software, it is basically easy to use. Nothing about it is complicating.

Cons

I give credit where it deserves. AuditBoard gives it all especially to me as a head of audit in a big organization full of responsibility. Nothing has been hard so far

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Caleb! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team manage risk. We're actively working on new features, and your feedback will help inform those!

TD

Tracy D.  
Manager  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Internal Audit & SOX Function Review"

October 19, 2023

5.0

Overall good customer service and helpful platform

Pros

intuitive for owners to use as well as auditors

Cons

some functionality not available that I would like

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Tracy! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team. We're actively working on new features, and your feedback will help inform those!

RO

Raul O.  
Sox lead - Internal auditor  
Information Technology and Services  
Used the software for: 1-2 years

### "AuditBoard tool one of the best"

June 6, 2023

5.0

In two words... Great tool!

Pros

Tool is very user-friendly, efficient, process streamlining within the tool, huge capacity for archival, good performance.

Cons

Some times we have had low-performance and latency (but this is rarely, therefore can be manageable).

Review Source

Response from Optro

July 5, 2023

Thank you for taking the time to leave a review, Raul! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team streamline processes. We're actively working on new features, and your feedback will help inform those!

ER

Edouard R.  
Sr Manager, SOX Compliance  
Media Production  
Used the software for: 2+ years

### "Happy Customer, looking for more of a good thing."

October 26, 2022

4.0

Happy and looking to learn more.

Pros

The ability to create Worksteams to go away from email request list and spreadsheet.

Cons

The inability to easily create customizable dashboards

Reason for choosing AuditBoard

N/a

Review Source

Response from Optro

December 9, 2022

Thank you for taking the time to leave a review, Edouard! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team. We're actively working on new features, and your feedback will help inform those!

CS

Charanpreet S.  
IA Manager  
Construction  
Used the software for: 2+ years

### "Easy to use Audit Compliance Software"

October 26, 2022

5.0

Great. I've created tickets with their IT team when I need help and will usually get a response same-day.

Pros

The dashboards which allow you to view status across businesses.

Cons

These were occasional glitches with uploading documentation, but I was able to create a ticket with IT and the team resolved this issue after I recorded my screen and recreated the issue for them.

Switched from

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)

Wdesk was not user friendly and charged fees per user.

Review Source

Response from Optro

December 9, 2022

Thank you for taking the time to leave a review, Charanpreet! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad to hear our customer support team is able to resolve your concerns promptly. We're actively working on new features, and your feedback will help inform those!

VR

Verified Reviewer  
Field Auditor  
Automotive  
Used the software for: 1-2 years

### "AuditBoard 2023"

June 12, 2023

5.0

Pros

It is very user friendly and easy to navigate. It makes my job much easier.

Cons

I can't think of anything I don't like using AuditBoard.

Review Source

Response from Optro

July 5, 2023

Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team. We're actively working on new features, and your feedback will help inform those!

KE

Katelyn E.  
Lead Internal Auditor  
Market Research  
Used the software for: 2+ years

### "Auditboard Review"

October 18, 2023

5.0

Excellent experience overall.

Pros

The ease of use across all functions is critical for success in our audit department. I appreciate that management can easily access and navigate the tool with little to no guidance.

Cons

The inability to integrate outside data sources into the tool for risk assessment purposes.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Katelyn! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad it's helping you and your team by leveraging across all functions. We're actively working on new features, and your feedback will help inform those!

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