Last Updated
Overview
AuditDashboard provides e-signatures to help firms collect legally binding approvals and close engagements faster without leaving the platform. This functionality significantly accelerates document turnaround times. While the interface can feel dense initially, the software’s secure document exchange and real-time insights make it ideal for CPA firms and tax professionals.
Overall Rating
Based on 25 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
AuditDashboard Specifications
- Financial Reporting
- Audit Trails
- Auditing and Compliance
- Alerts/Notifications
What Is AuditDashboard?
AuditDashboard is a cloud-based audit management platform designed to simplify how accounting and audit teams coordinate client requests and documentation. It centralizes PBC requests, secure file sharing, and approval workflows, reducing reliance on emails and spreadsheets. The platform provides real-time visibility into engagement progress, helping firms track outstanding items, manage workloads, and meet audit deadlines more consistently. By improving collaboration and transparency, AuditDashboard software supports faster audits and a more structured client experience.
AuditDashboard Pricing
AuditDashboard cost structure follows a custom pricing model that factors in firm size, engagement volume, and feature requirements.
Disclaimer: The pricing is subject to change.
AuditDashboard Integrations
The software supports integration with multiple platforms, such as:
- Microsoft 365 software
- Power BI
- HubSpot CRM software
- SignNow
- Practice Engine
Who Is AuditDashboard For?
AuditDashboard is ideal for the accounting industry, supporting the following use cases:
- CPA firms
- Internal audit teams
- Non-profit compliance
- Financial consulting
Is AuditDashboard Right For You?
Are you tired of managing audit requests via email and spreadsheets, which often result in missed documents, delays, and limited visibility? These gaps slow engagements and increase client friction. AuditDashboard addresses this by centralizing PBC workflows and approvals into a single platform. It eliminates communication breakdowns by scheduling engagement workflows, allowing teams to gain complete visibility into each client. Trusted by high-growth firms like NeonAudit, this SOC 2 Type 2 certified platform increases agility and operational efficiency.
Still not sure about AuditDashboard? Contact our support team at (661) 384-7070 for further guidance.
AuditDashboard Features
PBC requests
AuditDashboard streamlines PCB requests by enabling firms to import request lists from Excel. Professionals can view uploaded requests and monitor workflow status in real time. They can even send real-time feedback or ask for further details, while clients can track what remains outstanding.
Secure File Sharing
The platform offers an encrypted, year-round file exchange portal that replaces insecure email attachments. It ensures data integrity through integrated antivirus, private link sharing, and file retention services, all available directly from the dashboard. It even enables users to drag and drop sensitive financial documents into an organized, access-controlled folder.
Electronic Signatures
AuditDashboard features legally binding e-signature capabilities integrated directly into the engagement workflow. This way, the software automates the signature request process for engagement letters, financial statements, and related documents. Professionals can automatically track document status, reducing turnaround time.
Insights
This analytics module provides rich data visualizations of engagement performance and practice health. It monitors performance across the portfolios and optimizes scheduling workflows accordingly to maximize profitability. This puts auditors in control by ensuring everything is on track and anticipating potential delays to enable timely intervention.
Pros And Cons of AuditDashboard
Pros
Streamlined centralization of client document requests
Real-time visibility into engagement progress status
Integrated e-signatures for faster document approvals
Cons
The interface is tricky that makes it hard to get the hang of the software
Should work on the notification service on both the client and the firm’s end
AuditDashboard Reviews
Total 25 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars72%
4
Stars28%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Manager, 500+ employees
“audit workflow done right”
Pros
Both our team and our clients can use it without any trouble and it has made every stage of the audit process more efficient from planning and fieldwork to the final review. Rolling forward request lists is also much faster now so clients get access sooner and start uploading documents earlier. Because of that we try to use it on as many audits as we can.
Cons
Can't think of any downsides. Whenever something does come up our customer support rep responds quickly and gets it addressed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Small Business, 11-50 employees
“responsive tracking that delivers!”
Pros
It has been a very practical tool for our team giving everyone involved in the engagement a clear way to follow the progress of client requests. The setup went well including a trial run before we fully rolled it out which made the transition much more comfortable. Our team has mentioned many times how much they appreciate the fast response times from them especially compared with the older system we used before. We've also really valued that they took several of our suggestions on board and actually developed and established them.
Cons
One drawback is that the weekly status email notifications can become repetitive so both clients and staff sometimes end up overlooking them.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Co-Managing Partner, 11-50 employees
“Great system!”
Pros
This system has been amazing for our firm and the support team has been excellent whenever needed. We really enjoy using it.
Cons
Nothing comes to mind as a downside. It has been a really solid product for us.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What language does AuditDashboard support?
AuditDashboard is primarily available in English.
Does AuditDashboard offer an API?
Yes, AuditDashboard offers an Open API and "Integration-as-a-Service" to help firms design custom data connections.
Does AuditDashboard have a mobile app?
AuditDashboard does not list a dedicated mobile app.
What types of pricing plans does AuditDashboard offer?
AuditDashboard offers custom pricing based on usage and firm requirements. Request a personalized AuditDashboard pricing quote for your business.
What other apps does AuditDashboard integrate with?
It integrates with Microsoft 365, Power BI, Salesforce, HubSpot, and Practice Engine to automate workflows.
Who are the typical users of AuditDashboard?
Typical users are from the accounting industry, including CPA firms and internal audit teams.
What level of support does AuditDashboard offer?
AuditDashboard offers support via email, phone, FAQs, and a help center.