# AuditDashboard Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about AuditDashboard Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/161432/AuditDashboard/alternatives

---

# 

 AuditDashboard Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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

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.

[4.7 (400)](https://www.capterra.com/p/148032/Suralink/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

4.6 (400)

Value For Money

4.4 (27)

Value For Money

4.7 (191)

Customer Service

4.6 (28)

Customer Service

4.6 (224)

## AuditDashboard alternatives

[4.5 (526)](https://www.capterra.com/p/148577/MasterControl/reviews/)

Starting price

$25000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (116)](https://www.capterra.com/p/97557/QT9-Quality-Management/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.4 (74)](https://www.capterra.com/p/192574/Dot-Compliance/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (106)](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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Dashboard

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

AuditDashboard 56 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Create a targeted plan, schedule resources, and determine long-term goals for the audit process

A record of all activities within the system, including user access, changes made, etc.

Track and monitor efficient handling of all changes/transitions

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Configure existing workflows to meet your organization's needs

Add customized logos and colors to align with company branding

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Graphical representation of data

Automated or logic-based workflows that assist in the creation of electronic documents

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Digitally sign online documents

Reminders sent via email

Convert files to a different format

Recover lost, deleted, or damaged files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage and track all forms in a centralized location

Identify and respond to unexpected problems or failures (ie. "negative events")

Observe and track the demand, usage, progress or quality of a system, product, or user

Plan and coordinate all the resources, costs and time needed to execute assignments

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Systematic evaluation of the security of a company's overall security system and situation

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/161432/AuditDashboard/reviews/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)