# Page 9 | AuditBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 9 - 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 9 - Reviews of AuditBoard

## Showing most helpful reviews

Showing 201-225 of 414 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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!

CF

Catherine F.  
Staff Auditor  
Banking  
Used the software for: 2+ years

### "Great Audit Tool!!!!"

October 25, 2022

5.0

Pros

AuditBoard makes setting up and organising all internal audits a breeze! It is very user friendly and intuitive, and guides auditors through their audits step by step.

Cons

This software is extremely helpful for staff auditors, but the reporting side of the software could be improved.

Reason for choosing AuditBoard

Appeared to be more user friendly.

Review Source

Response from Optro

November 30, 2022

Thank you for taking the time to leave a review, Catherine! 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 make audits more efficient. We're actively working on new features, and your feedback will help inform those!

JR

John R.  
VP, Head of Internal Audit  
Real Estate  
Used the software for: 2+ years

### "Intuitive User Interface"

March 12, 2024

5.0

Pros

The department likes that AuditBoard is easy to navigate. All users can fumble their way around the platform without any real training and still figure everything out.

Cons

Moderate inconvenience items: The archiving file (PY) are not as easy to navigate (a lot of fields are missing in the overall view and you have to click into each individual control to see the fields). The tool requires an excel plug-in, AuditBoard Sync, which requires individual installation on each machine, and requires the user to close out of all Microsoft Products to install. The install fails if files are open. Can be a real headache for IT departments.

Review Source

SB

Stacey B.  
IT Internal Audit Manager  
Insurance  
Used the software for: 6-12 months

### "SOXHub Experience"

October 26, 2022

5.0

10/10 recommend to others looking for a SOX / compliance tool.

Pros

SOXHub has been a significant improvement to our overall SOX management. It has centralized our program, reduced administrative burden, and allowed the team to focus more hours on areas of true value.

Cons

Some areas that were missing have been added during recent roll outs. Looking forward to using new functionality.

Alternatives considered

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

Reason for choosing AuditBoard

Core SOX functionality, workstream, OPSAudit. The user experience is fantastic and our customers find it easy to navigate.

Switched from

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

Lack of core functionality and terrible user experience.

Review Source

Response from Optro

December 8, 2022

Thank you for taking the time to leave a review, Stacey! 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 centralize your program. We're actively working on new features, and your feedback will help inform those!

MH

Molly H.  
VP Internal Audit & Controls  
Computer Software  
Used the software for: 2+ years

### "Great tool!"

October 18, 2023

5.0

We love AuditBoard

Pros

AB provides a great picture of our risk landscape and makes it easy for the frontline to get involved.

Cons

The additional features cost money and add up.

Reason for choosing AuditBoard

Great customer service and sales team; the product functionality.

Review Source

Response from Optro

November 14, 2023

Thank you for taking the time to leave a review, Molly! 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 providing a great picture of your risk landscape. We’re actively working on new features, and your feedback will help inform those!

FV

Felipe V.  
VP Internal Audit  
Aviation & Aerospace  
Used the software for: 2+ years

### "Saved us during the Pandemic"

October 18, 2023

5.0

Love it, obviously made by audit auditors, I see many functions beside Internal Audit like IT, Compliance and Quality teams using it.

Pros

Allowed us to have a 95% travel free SOX audit especially when it the world closed down during the pandemic. Three years of remote auditing with Auditboard and MS Teams.

Cons

Feature rollouts sometimes are held in beta for too long.

Reason for choosing AuditBoard

Easy to buy and implement and straightforward workflows.

Review Source

Response from Optro

November 14, 2023

Thank you for taking the time to leave a review, Felipe! 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!

MJ

Monica J.  
Sr IT Auditor  
Construction  
Used the software for: 2+ years

### "Slow start but hopeful"

October 26, 2022

4.0

In my opinion, the initial experience wasn't great. However, after going to the Audit and Beyond conference and getting some great face to face discussions, I am very hopeful that our experience will shift to being very positive. We look forward to connecting and learning how to maximize our AuditBoard products. We sense a good shift in the tides with AuditBoard.

Pros

AuditBoard allows for great organization of audit details year over year. We love the issue tracking and it's easy functionality.

Cons

Our implementation was a challenge, we never really felt confident in the product we were using. We were not educated enough on how OpsAudit and SOXHub should be utilized. We've submitted simple suggestions but have not received good feedback or seen them implemented. It seems as though our requests for assistance are closed with sending us to AuditBoard university instead of a person helping explain something.

Review Source

Response from Optro

December 9, 2022

Monica, we're so sorry to hear that you've experienced issues during implementation. We will share your concerns with the appropriate teams in order to avoid this in the future. We apologize for any inconvenience and hope we're able to increase your level of satisfaction very soon.

AR

Aleidy R.  
Risk and assurance auditor  
Telecommunications  
Used the software for: 6-12 months

### "Unlock efficiency and compliance excellence with Auditboard"

September 20, 2023

5.0

Auditboards comprehensive and customizable approach empowers your organization to focus on strategic initiatives while maintaining a strong foundation in compliance and risk management.

Pros

It’s a user friendly interface, with great features that can be personalized to the user needs.

Cons

Dependence on internet connectivity. If there are connectivity issues, it could potentially disrupt access to the platform.

Review Source

Response from Optro

September 22, 2023

Thank you for taking the time to leave a review, Aleidy! 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 unlock efficiency. We're actively working on new features, and your feedback will help inform those!

MB

Michelle B.  
Sr. Auditor  
Medical Devices  
Used the software for: 2+ years

### "Why I love AuditBoard"

October 18, 2023

5.0

I enjoy using AB and would highly recommend to use this system over Teammmate and Workiva.

Pros

Issue tracking I enjoy the most! I can track and manage issues.

Cons

Simpe features that seem to only be available to Entrprise users.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Michelle! 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 issue tracking. We're actively working on new features, and your feedback will help inform those!

RJ

Ryan J.  
Audit Manager  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "AuditBoard Review"

October 26, 2022

5.0

More efficient. Better documentation.

Pros

Easy to use. Intuative for auditors. Workflow. Issue management.

Cons

SOXHUB audit planning and risk assessment is not up to par with other module features. Price.

Reason for choosing AuditBoard

Features. Ease of use. Support. Able to see a future vision with the tool.

Switched from

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

Easy of use. Better integration with one source of data. Support.

Review Source

Response from Optro

December 5, 2022

Thank you for taking the time to leave a review, Ryan! 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!

TK

Tara K.  
Director  
Financial Services  
Used the software for: 1-2 years

### "Ops Audit User"

October 25, 2022

5.0

IT has been really good. The support is great we usually hear back right away and overall it has really helped us a team. Our CAE never used our old tool but with AB and the ease of use hes actually using it

Pros

It is very easy to use and customise based on our needs. We love that you can bulk update fields and export anything for reports.

Cons

We are looking to create an audit plan within the tool and attach to entities right now its all separate.

Review Source

Response from Optro

November 30, 2022

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

VR

Verified Reviewer  
Systems Administrator  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "AuditBoard"

October 19, 2023

4.0

I primarily use a custom framework, and I feel like the interface could be a bit more intuitive when building out the controls.

Pros

AuditBoard is very flexible and the interconnected modules are very helpful!

Cons

Sometimes a bad build will get pushed out, slowing my productivity when using the tool when working around software issues. Customer Support is helpful and communicative during these events.

Review Source

Response from Optro

November 13, 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!

RB

Robert B.  
InfoSEc  
Education Management  
Used the software for: 1-2 years

### "Great product but wonder if it could be consolidated"

October 19, 2023

4.0

Pros

I think all the modules are great. They all seem to have a good purpose and help us do our job effectively

Cons

Sometimes I wonder if there is overlap between all the modules. I sometimes feel like there could be one combined module.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Robert! 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 work effectively. We're actively working on new features, and your feedback will help inform those!

Charanpreet "Preet"​ S.  
Internal Audit Supervisor  
Construction  
Used the software for: 2+ years

### "Ease of use"

October 20, 2021

5.0

Pros

Workstream module allows you to easily obtain documentation from multiple control owners seamlessly

Cons

Occasional glitches with website, such as website redirecting you to home page when beginning a search

Review Source

SH

Sarah H.  
Head of Internal Audit  
Information Technology and Services  
Used the software for: 1-2 years

### "sarah's review"

October 19, 2023

5.0

Pros

Easy to use product, intuitive, easy to customize but there isn't much need for customization - the product is designed out of the box in alignment with my preferences

Cons

nothing to note - i've been extremely happy with my experience

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Sarah! 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!

AY

Amanda Y.  
SOX Director  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "EASE of SOX"

March 26, 2024

5.0

It is great, we are able to automate so many features in SOX program.

Pros

AuditBoard automates SOX, love the linking of controls to narrative.

Cons

More robust Risk Assessment process would be great.

Alternatives considered

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

Reason for choosing AuditBoard

Not certain as I was not involved in the choosing.

Switched from

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

Did not meet expectations on what was needed for SOX.

Review Source

LB

Lauren B.  
Manager, Internal Audit  
Mining & Metals  
Used the software for: 1-2 years

### "AuditBoard - SOX Hub"

March 12, 2024

5.0

Pros

I like the ease of use, being able to very easily see my assigned tasks and know what is outstanding or in my queue at any given time.

Cons

Limitations based on our contract for how many controls we are able to have / test. This causes issues as the company grows in size and implements new controls, and makes the cost higher as we grow.

Alternatives considered

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

Reason for choosing AuditBoard

Same as above

Switched from

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

Wdesk was clunky and hard to use. Excel / Word were not integrated and the testing forms / layout were not easy to use or review.

Review Source

TS

Tommy S.  
Director, SOX-IA  
Retail  
Used the software for: 2+ years

### "SOX-Hub"

October 19, 2023

5.0

We are saving time and improving communication with key stakeholders. It has helped streamline our processes.

Pros

AuditBoard, SOX-Hub specifically helps save a lot of time when communiting with our extrnal auditors because they have the access to the data they need.

Cons

Nothing, it has been very easy to use. I am excited to use the new analytics and annotate features.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Tommy! 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 save time and improve communication with stakeholders. We're actively working on new features, and your feedback will help inform those!

JC

Jenny C.  
Audit Operations Manager  
Financial Services  
Used the software for: 6-12 months

### "Great Audit Management Tool for Advanced Audit Teams"

October 26, 2022

5.0

Auditboard has been an amazing tool that helped us streamline reporting, audit work, and requesting documentation.

Pros

The customer from AuditBoard has been amazing. They have product managers that work with you on requests to improve user experience and fit your needs to the system instead of system to your needs.

Cons

I wish the alerts could be consolidated into a single email.

Alternatives considered

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)[ServiceNow](https://www.capterra.com/p/254088/ServiceNow/)

Review Source

Response from Optro

December 9, 2022

Thank you for taking the time to leave a review, Jenny! 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 reporting. We're actively working on new features, and your feedback will help inform those!

CL

Caleb L.  
Risk Analyst  
Banking  
Used the software for: 6-12 months

### "Customized Connected Risk Experience"

October 19, 2023

4.0

I am happy with the vision and capabilities of AuditBoard. The company is dedicated to aligning the product with the needs of the customer. I am excited to see where the product takes us.

Pros

AuditBoard is focused on connecting risk across the enterprise be facilitating collaboration amongst stakeholders. There is a high level of customization that allows companies to make the product work for their strategy.

Cons

The permission matrix is very complex. As an administrator, I spend a lot of time trying to configure permissions to frame the access I want different levels of users to have. I am grateful for the ability to edit permissions. However, there is a list of 2k+ permissions that are not always easy to identify as the one that impacts the actions I want to implement.

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 connect risk across the enterprise. We're actively working on new features, and your feedback will help inform those! With respect to your comment on the permission matrix, we will be sure to pass this along to our product team for consideration in future updates.

AT

Ashley T.  
Audit Services Coordinator  
Environmental Services  
Used the software for: 1-2 years

### "AuditBoard 2023 Review Summary"

October 18, 2023

5.0

Excellent customer service and quick turnaround with support.

Pros

OpsAudit and SoxHub system is very seamless compared to other platforms used in the past. The system is very user friendly.

Cons

There are some aspects of the Resource Planner that could use improvement such as incorporating the teams as a select field.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Ashley! 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 a great experience for you and your team. We're actively working on new features, and your feedback will help inform those!

TM

Tripti M.  
Auditor  
Accounting  
Used the software for: 2+ years

### "Great tool for Audit and Risk assessment "

March 21, 2024

4.0

We use AB to manage and track all our operations, SOX and now risk assessment projects. This is an integral part of our operations helps multiple users to work on one project at a time.

Pros

The ease and functionality of the program, makes it easy to keep organizations compliant to all the regulations.

Cons

Cost and tailoring the product to our needs. The value it adds to the team is worth the cost.

Alternatives considered

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

Reason for choosing AuditBoard

Ease and functionality was a key in determining our product.

Review Source

RM

Rosa M.  
Audit Manager  
Automotive  
Used the software for: 2+ years

### "Great Product"

October 18, 2023

5.0

Wonderful, love it.

Pros

Love the easiness and flows in AuditBoard. Flexible and easy to use.

Cons

At times slow and error messages. I really like using it.

Reason for choosing AuditBoard

Easy to use and customer service.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Rosa! 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 flexibility and ease of use. We're actively working on new features, and your feedback will help inform those!

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