AuditDashboard

AuditDashboard

4 / 5 23 reviews

Who Uses This Software?

Audit/Tax Professionals and their Clients at small, medium and large size CPA firms in North America, Europe and Australia


Average Ratings

23 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • AuditDashboard
  • www.auditdashboard.com/
  • Founded 2012
  • Canada

About AuditDashboard

AuditDashboard's cloud-based software standardizes the information collection process for professionals and their clients. It enhances client experiences by facilitating collaboration on one dynamic PBC request list where it is easy to reconcile what is outstanding. AuditDashboard drives efficiency by centralizing communication and document management to eliminate information silos that destroy productivity. Save time. Stay organized. Keeps everyone up to date. Visit www.AuditDashboard.com


AuditDashboard Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting
  • Compliance Management
  • Dashboard
  • Exceptions Management
  • Internal Controls Management
  • Issue Management
  • Multi-Year Planning
  • Risk Assessment

AuditDashboard Reviews Recently Reviewed!

Audit dashboard was pretty easy to use, & made it easier to see what documents we gave the auditors

Oct 18, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that the ease of use when it comes to tracking the documents we have given the auditors. It makes it easy to coordinate my list of outstanding items with the auditors' list of outstanding items. To me this is a good way to save time and energy.

Cons: There were documents we had uploaded that the auditors were unaware of. I'm not sure if it can be set up to email the team for documents received, or if there is an easier way for them to see what's been given. Not sure if this is a dashboard issue or an auditor user issue.

Overall: I think the biggest benefits were making sure we gave the auditors all their requested items, and being able to track more easily what we have given them and what we have still outstanding.

Vendor Response

by AuditDashboard on October 23, 2017

Thanks for the fantastic review Daniel! We're glad to hear that you found AuditDashboard so easy to use and that it helped you save time and energy. Automatic email notifications are easy to setup. We'll reach out to your audit team to let them know. With a click of a button they can receive an email notification each time you upload a document, leave a comment or assign a request to them.

This enables users to have access financial data at any time

Oct 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Pros: It is easy to upload and remove documents on Audit Dashboard. Audit Dashboard allows users to access financial data at any time as long as users have access to the Internet. Conventional processes involve accessing the office, computer or network where your data is stored. This can be very inconvenient when users need to refer to data quickly. Therefore, it works great for organizations with remote employees. If you need someone to access data on your behalf, they can do so, without having to login to your personal computer. Simply grant them login information, and they can access the data with their own computer, without the need to install any software.

Cons: One essential concern is data security. When being hacked, financial data could be technically compromised. Financial data might be safer when stored locally.
Audit Dashboard has too many little features. It can be difficult for first time users to use Audit Dashboard without tutorials. Training can be costly.
Audit Dashboard can get slow when processing or sending or interacting with huge files. Also, things get delayed due to system errors. Therefore, it can be costly for organizations to maintain the system.

Vendor Response

by AuditDashboard on October 23, 2017

Thanks for your 5 Star review Hye. We're thrilled to hear you've found it easy to upload and remove documents on AuditDashboard! Security is extremely important here at AuditDashboard. That's why (1) data is encrypted in transit and at rest, (2) we use world class data centers with the highest physical security and; (3) we under go a SOC2 Type 2 Audit on an annual basis. If you ever have any questions about training or security, don't hesitate to ask. Our customer success team is here to help!

Great! Easy to use!

Oct 02, 2017
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
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Pros: I enjoy the commenting function a lot. I like the filtering available and how you can complete items and mark them important.

Cons: I wish there was a way to access prior years after rolling forward. I also always have a hard time remembering how to add a user in our office to an engagement.

Overall: It's secure and easy to use.

Vendor Response

by AuditDashboard on October 04, 2017

Thanks for the glowing review Heather! It's great to hear you're taking advantage of the functionality to mark requests as important. After completing an engagement in AuditDashboard it is really easy to roll them forward and access prior engagements. Both Professionals and Clients love this because it makes it easy to update what was previously provided. If you want a hand rolling your first engagement forward don't hesitate to each out to our Customer Success team. They're almost always available to help!

AuditDashboard works well for our audit

Sep 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The software makes it easy to securely share files with our CPA firm and other staff working on our annual audit. You can easily categorize the files and know what you have or what is missing. There is less back and forth between the CPA firm and the client about which documents have been sent or are still outstanding.

Overall: It is a secure and easy method of transferring and tracking PBC files from the client to the CPA firm for our annual audit. It makes the transfer of information secure and more organized.

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for your glowing review Toni!

The Dashboard was a bit complicated to navigate.

Sep 27, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The capability to show the progress of project completion. Auditboard gives you daily, weekly updates. The capability to allow feedback .

Cons: The navigation, It was sometimes difficult to determine what was being asked of whom. There was a repetitiveness to the program that was a little confusing.

Overall: knowing that the task was finally completed

Vendor Response

by AuditDashboard on September 28, 2017

Thanks for making time to leave a review and share your feedback Annette. Each request list is fully customizable and each request can be assigned to specific individuals. Be sure to raise this point with your CPA firm. It's important to determine what is being asked of whom by assigning requests and that there's no repetitive requests on the list. We'll also have someone from our Customer Success Team reach out to see if we can help review the list and make a few recommendations. :)

Organizational tool for tax season!

Sep 27, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like most that we can categorize our information inquired about from the client; they can leave responses; we can mark complete.

Cons: Many of my clients (for various reasons) find the software not user friendly. They seem to upload duplicate information and would like the ability to delete .

Overall: Better organization and tracking of the information received from clients.

Vendor Response

by AuditDashboard on September 28, 2017

Thanks for making the time to leave a review Krista! Both clients and professionals can delete files, our customer support team will send you a link to our knowledge base.

Liked online access.

Sep 27, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: AuditDashboard enables the audit team and client team to collaborate together. Online interface makes it accessible to all team members.

Cons: This is my first year using AuditDashboard, it's been easy to access and upload documents to auditor.

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for sharing a review Koral!

Nice concept but needs a little more editing to make more user friendly with more options.

Sep 27, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ability to track the information list.
Ability for client to see the information they sent us last year.

Cons: Sometimes have problems with the search.
Would be helpful if client could mark as "complete" (and item would not show in their list but would still show on accountant's list) and then accounting firm could mark as "cleared" (which would be the same and the current complete.

Overall: Some clients enjoyed it and we are looking forward to this year when they can see all the information they sent us last year.

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for the review and for continually sharing your feedback Kristin! Because you raised those search issues to our Customer Success team in February we were able to fix them the same week. You are absolutely right, your clients are going to love the second year when they can see all the information they sent last year.

Easy to use

Sep 26, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I liked the ease of use and i think there is good security. My accountant set it up and we were able to keep track of what docs she needed.

Cons: I don't like that it constantly reminds me of missing info even when i already know that. If it could be controlled from a user end, would be better

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for the glowing review Brian!

Very user-friendly site

Sep 26, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Makes it super easy to share confidential documentation. Easy to upload and access documents, and I also like that I can leave comments.

Cons: Found it a little too much that it tracks every transaction, even when a task is updated. I personally didn't find that information useful. Perhaps just track things that are important to the users, like documents uploaded or comments.

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for taking time to share a review Dorothy! We're ecstatic to hear you found AuditDashboard super easy to share confidential documentation and access information. Excellent feedback about displaying every transaction in the activity feed. Thanks!

Simple and easy from a client standpoint. Very straight forward.

Sep 26, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easily upload hundreds of papers to our auditors. Easy to use on the user end. Nothing too complex.

Cons: I could not find the right function to "click" an item to be done. I had to simply write in each title what was completed.

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for making time to share a review Jordan. Loved hearing that you found AuditDashboard simple, easy and straight forward from your standpoint. Your point about marking a request as done is well taken and something our team is really focused on at the moment. Thanks for sharing your feedback!

Easiest Audit Ever

Sep 26, 2017
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
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Pros: With Audit Dashboard, it was easy to upload documents, track which documents were still needed, and update any information that changed.

Vendor Response

by AuditDashboard on September 29, 2017

WOW. Easiest Audit Ever. Thanks for sharing Laurie! And a perfect score... we're blushing. Thanks!

Quick responses to issues or questions. Clients really enjoy working with the system.

Sep 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I like the comments feature where we can go back and forth with a client on what we need without sending a ton of emails.

Cons: The setup isn't the most intuitive process. Having to remember to go and send the client the email to register is a strange step. It would be nice if the email was sent when you entered the client as a user on the job.

Vendor Response

by AuditDashboard on September 27, 2017

Thanks for the glowing review and great suggestion about the registration email.

Easy to learn

Sep 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's pretty easy to figure out on your own. Allows comments to be entered and attached to. Easy to upload attachments.

Cons: As a user, it would be helpful to be able to check things off as done from my side once I've uploaded the required documents or assign different flags so I can track different levels of completion versus the auditors.

Overall: Nice way to track open tasks and communicate with auditors

AuditDashboard is so easy to use. You just upload, review stuff and make corrections with ease.

Sep 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: How easy one can post stuff from PC to Dashboard. Just remember user name and password, you can work with any computer fro m any location with internet connection.

Cons: Nothing, except to remember password! Indexing and finding stuff can be a little tricky. Placing some of the menu items in easy format can increase better use.

Overall: The ability to share documents right from my PC without copying and postage charge.

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for sharing your feedback Christopher!

It is not user friendly. Hard to navigate or understand what it is displaying.

Sep 26, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: It was easy to set up a user id and password. It looks professional. There is really not much more I liked.

Cons: Not user friendly. Hard to navigate and does not easily display what is completed and what is outstanding. It shows the number of items in different categories, but you cannot click on them go deeper.

Overall: N/A

Vendor Response

by AuditDashboard on September 29, 2017

Thanks for taking the time to share a review Anne. We're sorry you had such a negative experience. Don't hesitate to email our Customer Success Team at support at auditdashboard dot com if there's ever anything we can do to help! For example, we would love to share a private demo before your next audit to share a few tips and tricks.

User friendly and easy to get set up.

Sep 26, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I liked simplistic layout and how user friendly the site is. It was so easy to navigate and set up to get started.

Cons: I couldn't figure how to remove a file if it was placed in the wrong folder. Didn't find a solution in the help categories.

Overall: It was just easy for everyone to use and not much training needed to go in using the software.

Vendor Response

by AuditDashboard on September 27, 2017

Thanks for taking the time to leave a review and share your feedback Tiffany. Excellent suggestion. Our customer success team has just added an article in our Knowledge Base about deleting files.

Overall experience is positive

Sep 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The paperless aspect is the most important positive for me. Ease of dragging files into the dashboard is a close second.

Cons: I would like to be able to break out the balance sheet accounts and have the auditors indicate what they need for each account. I would like to be able to enter notes to the auditors if there is no information available for a certain request. I would like to have a flag for the client user to be able to indicate when I have completed a section so I can hide from my view those items that are complete.

Overall: Streamlines audit prep. Auditors are provided with everything needed.

Vendor Response

by AuditDashboard on September 28, 2017

Thanks for taking the time to leave a review and share some excellent feedback Debora. Each request list is fully custom. If you'd like to break out the balance sheet accounts speak with your CPA firm. Leaving notes for your auditors is as easy as leaving a comment. Great suggestion about hiding completed sections!

more manageable, saves time, minimize dup request, can delegate request

Sep 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: facilitates better communication, less use of emails, previous year attachments handy, accessibility

Cons: need set up two owners, and one item needed to delegate to two staff, added request on dashboard needs to show what was added, e.g. ID no.

Overall: The audits are more manageable, accessibility to all staff involved in the audits, saves time, and definitely will recommend to others.

We were able to upload almost everything for the authors to review beforehand. Perfect!!

Sep 26, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ability to assign different people with deliverables
Upload and delete multiple items at once
Ability to have essentially bullet points
Your data is date stamped
You can see new and completed request easily

Cons: I couldn't tell when or if the end user actually accessed my data
The only thing I actually hated was the pesky email notifications that items were still pending or incomplete. (I already know, I'm working on it.)

Vendor Response

by AuditDashboard on September 28, 2017

Thanks for taking the time to share a review Michele! If you're finding the email notifications disruptive, you can turn them off anytime. Changing notification type and frequency is really easy, just log-in and navigate to setting in the top right hand corner.

I like lists so this was a helpful tool and easy to use.

Sep 26, 2017
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
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Pros: Customer support friendly and helpful. Easy to log in and navigate through the software. Being kept up to date with what information was wanted. Ease in uploading reports and excel spreadsheets.

Cons: Updates lagged a little bit. Perhaps more training for quicker responses when tasks are completed so proof of progressive completing tasks can be seen.

Overall: Made our audit good smoother.

Very helpful when sending a large document

Sep 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Uploading documents without worrying if the attachments going through or not since you can see and verify them immediately.

Cons: At first I had a hard time register / logging in and found it a little unfriendly when searching for an item, but I get used to it now.

Overall: Look up a submitted items any time without going through multiple emails.

The product was easy to use, upload of items was easy, able to add comments.

Sep 26, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Use of use. The software was easy to use, east to add items, add comments in different sections. Easy to upload documents, files, any items pertaining to the audit.

Cons: The update of items completed, telling when I have completed all tasks. Knowing when all items have been completed and updated in the software.

Overall: Able to add items to the software, helped to streamline documents sent to our auditors. Easy to communicate to auditors in advance and give them the exact items that they need.