AuditDashboard Reviews

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.

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.

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.

Pros

The Engagement Module matches our business use case really well. Clients have given very positive feedback about the product and from a user perspective it was very easy to understand.

Cons

One challenge with this software is making sure clients are trained well enough. Adding a dedicated training module for clients would be a valuable improvement.

Pros

Compared with tools we've used before the dashboard and reporting features are on another level. They let us quickly see what is still outstanding on our request list while also giving us key metrics that help strengthen client relationships and improve our own performance.

Cons

We haven't run into any issues with it.

Pros

Getting started with Audit Dashboard was easy and the onboarding process was simple to handle.

Cons

The support team has also been very helpful whenever needed.

Pros

Adopting this product was quite effortless and our clients picked it up quickly. It's also really helpful having a single source of truth for tracking outstanding engagement items.

Cons

Nothing major has come up at this point. It's a very easy product to work with.

Pros

Has been very user friendly and our clients have responded really well to it. Because of that our audit process has become much more efficient overall.

Cons

The only part I'm not a fan of is the "accepted" function since some clients take that to mean the audit work is finished when it actually isn't.

Pros

Having a structured way to manage client request items has been really valuable. It keeps things organized and has been helpful for both our staff and our clients.

Cons

More flexibility around dashboard permissions would make a big difference especially when it comes to deciding who can access what and making bulk changes. It would also help to restrict only client-side users without affecting the professional staff side. I'd also appreciate options to sort by completion percentage or better track workflow within the system since the snapshots are useful but don't always give enough detail. Along with that it would be helpful if snapshot emails could include comments left in each dashboard or at least the number of comments or notes a client has added.

Pros

It does a really efficient job of getting all the information out to the entire audit team at the same time.

Cons

It has also become a key part of speeding up information requests and improving the overall client experience during the audit.

Pros

Getting our audit clients set up is really easy and we can customize the requests we send to fit each engagement.

Cons

The main dashboard does a really nice job of showing the status of all jobs and where everything currently stands so there is nothing negative to report for now.

Pros

It has really helped us keep our audit work organized while giving clear visibility into the activity between the client and the audit team which makes planning for future years much more effective.

Cons

The team has also been very receptive to feedback and transparent about their roadmap so at this point I don't have any real complaints.

Pros

Using this site has been very easy whether I'm adding an engagement setting up a client or professional user or managing requests by adding and deleting them. The option to categorize requests by reference works really well and being able to add comments is useful too.

Cons

One thing that's missing is a notification when a client uploads extra information to a request after the original submission so those updates can be easy to miss.

Pros

From the start the combination of strong service, useful functionality and simple usability has stood out. The system feels user friendly for clients, helps make communication much easier and was very easy to set up. With that customer support has been quick and responsive whenever needed.

Cons

There's not much to complain about honestly. If anything it could look a bit better with more attractive custom color theme options.

Pros

After switching to this software about four years ago it became our go to tool for handling client request documentation instead of relying on SharePoint. It makes it simple to send requests, keep track of them and gives clients a secure place to drag and drop the files we need. We now use it across every engagement whether it's a large project or a smaller one.

Cons

One possible downside is that some clients may not appreciate the repeated reminders about overdue items.

Pros

When we run into problems the support team answers our questions immediately and always follows up on any pending issues.

Cons

We have one client who frequently complains about the platform mentioning it's not easy to use. The audit is still in progress so we'll see if the complaints continue.

Pros

I think it is simple to set up, easy for both our clients and our team to operate and the ideal tool for handling audit paperwork.

Cons

Nothing major to report.

Pros

Clients find it simple to use and to sort their files within the different sections of the portal. It's welcoming and the back-and-forth for questions or pending items through the portal is smooth.

Cons

It would be helpful to move a file if it was added to the wrong section. Clients sometimes ask for access to the prior year's portal and we have to manually reopen it for them.

Pros

It provides alerts and shows the status of each job. The help desk is reliable.

Cons

Moving from one requested document to the next isn't very smooth. I wish we could just use the up and down arrow keys to jump between items.

Pros

One of the best things is how clean the layout is. The portal's system for organizing files is outstanding. It allows for effortless teamwork by giving everyone a single, shared space for all audit-related documents. I'd strongly suggest it to any company wanting to improve their audit workflow and get more done.

Cons

A calendar and to-do list feature could be added. The options for audit firms to add their own branding could be better.