--- title: "AuditDashboard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about AuditDashboard Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/161432/AuditDashboard/" page_type: "product" language: "en" --- # AuditDashboard Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) AuditDashboard ## What is 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 ## What is AuditDashboard used for? [Audit](https://www.capterra.com/audit-software/)[Accounting](https://www.capterra.com/accounting-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 32 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price CA$29 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for AuditDashboard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.auditdashboard.com/&name=AuditDashboard) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### AuditDashboard 4.4 (32) VS. [4.8 (124)](https://www.capterra.com/p/97557/QT9-Quality-Management/reviews/) Starting Price CA$29 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (32) Ease Of Use 4.7 (124) Value For Money 4.4 (27) Value For Money 4.7 (104) Customer Service 4.6 (28) Customer Service 4.7 (115) ## AuditDashboard alternatives [4.6 (112)](https://www.capterra.com/p/136111/ComplianceQuest/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (42)](https://www.capterra.com/p/215105/Fieldguide/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Cority](https://www.capterra.com/p/102848/EHS-Management-Software/) [4.4 (112)](https://www.capterra.com/p/102848/EHS-Management-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/102848/EHS-Management-Software/) [Dot Compliance](https://www.capterra.com/p/192574/Dot-Compliance/) [4.4 (94)](https://www.capterra.com/p/192574/Dot-Compliance/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/192574/Dot-Compliance/) ## FAQs about AuditDashboard Overview ### Which roles and teams benefit most from AuditDashboard? AuditDashboard is most used by finance and accounting teams, including controllers, accounting managers, and senior accountants, who need organized audit preparation, document collection, and status tracking. Audit managers and assurance leaders rely on it to coordinate requests and monitor progress, while executives and firm leaders use dashboards to maintain visibility into compliance and client readiness. Answer based on 32 reviews Overview ### What company size and specific industries is AuditDashboard built for? AuditDashboard is designed for CPA firms of all sizes worldwide that need to centralize workflow, communication, and collaboration. It is built for accounting and audit practices serving clients who want to improve capacity management and client service through secure process handling. Features and Usability ### What are the key features of AuditDashboard? AuditDashboard offers audit management, audit planning, and audit trail features for tracking audit activity. It also includes compliance management, issue management, and workflow management, plus dashboards, real-time reporting, customizable reports, document management, role-based permissions, alerts, and third-party integrations. Getting Started and Support ### What training and onboarding options does AuditDashboard offer? AuditDashboard provides in person training, live online sessions, webinars, documentation, and videos. In person and live online options support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced viewing for product guidance. Answer based on 3 reviews Getting Started and Support ### What customer support options does AuditDashboard offer? AuditDashboard provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be characterized beyond these listed channels. ## Features AI summary Based on 31,543 Document Management reviews Capterra data shows that buyers of document management software rank the following features as their top priorities: - **Secure Data Storage** (**55%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**48%**) AuditDashboard supports all three of the features reviewers rate most highly: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive files, keep documents organized in one place, and share information efficiently across teams, allowing teams to manage records with greater control and consistency. Document Storage 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Compliance Management 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Issue Management 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Identify and respond to unexpected problems or failures (ie. "negative events") Audit Planning 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Create a targeted plan, schedule resources, and determine long-term goals for the audit process Document Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Alerts/Notifications 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AuditDashboard 56 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Planning: Create a targeted plan, schedule resources, and determine long-term goals for the audit process - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Change Management: Track and monitor efficient handling of all changes/transitions - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Signature: Digitally sign online documents - Email Reminders: Reminders sent via email - File Conversion: Convert files to a different format - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Security Auditing: Systematic evaluation of the security of a company's overall security system and situation - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (32) 4.3 Based on 32 reviews ## Pricing Value for money 4.4 (27) Free Trial Basic CA$29.00 Per User,Per Month Value for money 4.4 (27) 4.4 Based on 27 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (28) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (28) 4.6 Based on 28 reviews ## User reviews Overall rating 4.4 Based on 32 reviews Filter by rating 5(14) 4(17) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent FR Flordeliza R. Audit Manager Accounting ### "Thank you for continued support" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 9, 2024 Pros If we experience issues, the audit dashboard team responds to our queries right away and consistently reviews any outstanding concerns. Cons We have a client who complaints a lot about auditdashboard like the ease of using it. The audit is ongoing, and we will see if the client will still complaint. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 13, 2024 Thank you for your review, Flordeliza! We're sorry to hear that one client is having issues with the platform, but we're happy that all others are finding it easy and productive to use! Someone from our team will reach out to you, as we would love to learn more about your clients' experiences and incorporate suggestions into future iterations of AuditDashboard. GP Gary P. Client Advisor Accounting ### "Invaluable tool for any Professional Practice" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 31, 2023 Pros Easy to implement, easy for both clients and professionals to use and the perfect audit document management tool. Cons N/a - nothing significant to note. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 12, 2023 Thank you for your glowing review, Gary! DP Devon P. Executive Assistant Accounting ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 21, 2023 Pros •Clients find it easy to use and organize documents within the dashboard on the different lines •User friendly •Ease of back/forth for questions or outstanding items to send through the dashboard Cons •Would be nice to be able to move documents if uploaded to the wrong line•Clients asking for access to last years’ and we have to open it for them Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JG Jacqueline G. Audit Manager Accounting ### "Audit Dashboard review from GT SLU" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 29, 2023 Pros It gives notification and progress of each engagement. Customer support is good. Cons Navigating or moving from one requested item to the next is not smooth. Hope we can just press up and down arrow and can navigate from one item to the next. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SJ Shaheen J. Managing Partner Management Consulting ### "User friendly interface and enables seamless collaboration" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 27, 2023 Evidence collection for audits Pros One of the standout features of AuditDashboard is its user-friendly interface. The portal's document management system is exceptional. It enables seamless collaboration among team members by providing a centralized repository for all audit-related files. I highly recommend it to any organization seeking to enhance their auditing practices and achieve greater efficiency. Cons Calendar and Tasks management feature can be added.Branding for Audit Firms may be improved Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Leslie S. Manager, Audit and Assurance Accounting ### "Excellent tool for audits!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2023 Pros Audit Dashboard is very easy to use, for both auditors and clients. It helps track the status of audits through each of the audit phases (planning, execution, and completion). It significantly reduces the number of email exchanges and eliminates the need to send out a planning letter at the beginning of the audit, as well as updated outstanding item lists throughout the audit. Comments and queries can be added to specific requests where the client is able to see what has been uploaded to avoid misunderstandings. It makes it easier to identify where the issue areas of the file are based on how many times certain requests have been returned to the client. Definitely and increase to overall audit efficiency, and it has helped many of my audits to get started earlier than anticipated as clients will start to slowly upload documents earlier on when the list is broken down into separate requests. Cons The hardest part about switching to a new platform for exchanging audit documents is getting everyone on board with the changeover. However, the switch was easier than expected as most clients were able to grasp how the platform works with a simple introduction email template and access to a short how-to video. We also have some clients that are paper based and do not like having to scan and upload documents, so for these particular clients, the platform is not as useful. Switched from [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 16, 2023 Leslie, thank you so much for your detailed review! We appreciate you taking the time to share your AuditDashboard experience. It is always great to hear the many ways that our clients - and their clients - find their professional lives better when using the platform. Adopting a new portal can be challenging, but we are so happy to hear that your clients are finding it easy to upload their documents with our simple, drag-and-drop Request List! SB Suhaidah B. Audit Assistant Manager Accounting ### "Helped ease PBC nightmares" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 April 26, 2023 It is a good investment, though abit pricey but it has been very much useful in obtaining the requried information hassle free Pros With the use of audit dashboard, it has allowed our staff to access all the PBC data at one place and we do not have any more cases of lost mails/lost information etc. Clients are promptly informed when they have an existing request that is not replied to and client lead time to respond has also become shorter Cons I think what would be good is just like how the client is informed via email when the auditors put in a request, it wuld be good if the auditors also get a email whenever the client responds to the queries so that we can check. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor May 16, 2023 Thank you so much for your review, Suhaidah! We appreciate your feedback on AuditDashboard and how it has been instrumental in making client response times quicker, and your professional life more efficient. It's truly rewarding to hear that you have already derived significant value from our platform within just a few months. Did you know that each user on AuditDashboard has the ability to customize their email notifications? You can personalize the frequency and type of notifications to your preferences. Our support team will send you an email with more information. We are committed to enhancing your experience with AuditDashboard! NB Nick B. CEO Accounting ### "A must have for our team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 23, 2023 Fantastic overall, has been a big change for our team and our clients and has been a huge improvement to our processes Pros The ease of use and security for our clients is critical for our business. Cons The flexibility of notifications could be improved Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Alternatives considered [Caseware](https://www.capterra.com/p/129838/IDEA/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 3, 2023 Hi Nick, thank you for sharing your review. Your feedback helps us improve AuditDashboard and make your professional life easier, and we're happy to hear that the platform has had such a positive impact on your firm's processes! RG Rachel G. Manager Accounting ### "Helps organise us and our clients" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 23, 2023 We use this to manage client requests for audit engagements. It is very good for this purpose! Pros It is easy to see where an audit is at any given time. The software is also very intuitive, meaning it is easy for our clients to pick up. Cons Nothing - our only issues are making sure our staff are making the most of all the functionality rather than issues with audit dashboard itself. Reasons for choosing AuditDashboard Layout, ease of use Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 3, 2023 Thank you so much for your review, Rachel! We appreciate you taking the time to share your AuditDashboard experience with us. Our clients' success is our top priority, and we are so happy to hear that AuditDashboard has been instrumental in improving your client experience! RM Rachel M. Supervisor Accounting ### "Quick Implementation" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 22, 2019 Our overall experience with AuditDashboard has been positive. We are particularly satisfied with the support we have received from the representative who worked with us to implement the software for a test group of engagements. He assisted with training our personnel remotely and responds timely to questions/issues. With his assistance, we successfully implemented AuditDashboard on a sample of 5-7 engagements within 4-6 weeks. MCM's mission is to help both our team and clients succeed and to provide tools to team members that ensure clients receive the best possible service. To this end, we are constantly reviewing technology advances in order to implement tools that support progressive service delivery. We have not yet completed a full cycle with AuditDashboard and therefore are still evaluating efficiencies and client feedback. Pros The software is easy to access and responsive to changes in users and requests. Audit personnel make changes that are seen by the client as soon as the webpage is refreshed. Cons Users are set up under a different section from the request list and must be added to the engagement as a second step. In addition, the email invitation to a new user is not sent automatically, which can cause a delay if the invitation is not manually initiated. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/161432/AuditDashboard/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.