# 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/Untapped --- # 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 Highest Rated [4.8 (117)](https://www.capterra.com/p/97557/QT9-Quality-Management/reviews/) Starting price Contact vendor for pricing [4.4 (74)](https://www.capterra.com/p/192574/Dot-Compliance/reviews/) Starting price Contact vendor for pricing [4.4 (106)](https://www.capterra.com/p/102848/EHS-Management-Software/reviews/) Starting price Contact vendor for pricing ## 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. 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