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AuditDashboard description
AuditDashboard is a software tool designed for accounting firms in the USA. It helps standardize and streamline communication and document exchange with clients during audits, tax reviews, or other financial engagements. The software centralizes requests, provides status tracking, and offers secure file sharing and e-signatures. This helps accounting firms increase efficiency, improve client collaboration, and gain better oversight of their engagements.
What companies are using AuditDashboard?
Who is AuditDashboard best for
AuditDashboard is tailored for US-based accounting firms of any size that want to bring structure to their audit, tax, and cybersecurity engagements. Based on user reviews, firms love the intuitive interface and how it simplifies communication and document exchange. The secure file sharing and e-signature features are also frequently mentioned as key benefits.
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Perfect for firms of any size (1-1000+ employees) seeking streamlined audit, tax, and cybersecurity engagement workflows.
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In our experience, AuditDashboard is a strong fit for companies in the Finance, Banking, and Insurance industries.
AuditDashboard features
Supported PBC Request Lists: Allows CPAs and clients to coordinate and collaborate on a PBC list simply and efficiently. |
Supported Electronic Signatures: Integrated legally-binding e-signature solution for an affordable price. Automates the signature request process for proposals, management representation letters, engagement letters, audit opinions, tax documents, financial statements, and more. |
Supported Engagement Management: Streamlines the entire document collection process to provide a hassle-free client experience, turns engagements into collaborative projects, and helps keep everyone on track. |
Supported Year-Round File Sharing: Enables year-round file sharing. |
Supported Automated Outstanding Items List: Automates the process of putting together an outstanding items list. |
Supported Workload Status Visualization: Visualizes the status of everyone's workload without having to follow up or book another meeting. Both firm and client users appreciate that their dashboard gives them a clear picture of what has been completed and what is still outstanding. |
Supported Quick Onboarding: Onboards your team and clients in minutes without having to provide hours of training. Users love Audit Dashboard because it is naturally intuitive, easy to use, clarifies engagement expectations, and keeps everyone up to date. |
Supported Secure File Sharing: Provides secure file sharing capabilities. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
AuditDashboard reviews
We've summarised 50 AuditDashboard reviews (AuditDashboard Capterra reviews and AuditDashboard G2 reviews) and summarised the main points below.
- User-friendly interface, easy to navigate and use for both clients and staff.
- Centralized platform for document management and communication, improving organization and efficiency.
- Real-time status tracking and reporting features enable better oversight of engagements.
- Secure file sharing and e-signature capabilities.
- Excellent and responsive customer support.
- Limited notification options, such as no notification upon client upload after initial submission.
- Inability to upload full folders, only individual documents.
- No automated email invitations to new users, requiring manual initiation.
- Difficult to navigate between request items; needs smoother scrolling or arrow key navigation.
- No access to prior year data after roll-forward.
- Lack of bulk change options for user access and dashboard modifications.
AuditDashboard alternatives
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AuditDashboard FAQ
AuditDashboard is a software designed for accounting firms in the USA. We find that it streamlines communication and document exchange during audits and other financial engagements. It offers features like secure file sharing, e-signatures, and status tracking, boosting efficiency and client collaboration.
What is AuditDashboard and what does AuditDashboard do?
AuditDashboard is a software designed for accounting firms in the USA. We find that it streamlines communication and document exchange during audits and other financial engagements. It offers features like secure file sharing, e-signatures, and status tracking, boosting efficiency and client collaboration.
AuditDashboard integrates with e-signature solutions for various documents. It also supports secure file sharing year-round. We find this centralizes communication and document exchange, improving collaboration during audits, tax reviews, and other financial engagements. There is no information available about integrations with other specific tools.
How does AuditDashboard integrate with other tools?
AuditDashboard integrates with e-signature solutions for various documents. It also supports secure file sharing year-round. We find this centralizes communication and document exchange, improving collaboration during audits, tax reviews, and other financial engagements. There is no information available about integrations with other specific tools.
We find that AuditDashboard's main competitors are Suralink, Fieldguide, Auditi, and Truss. These alternatives offer similar features for accounting firms, such as secure file sharing, client portals, and workflow automation. Some also offer e-signatures and other tools to streamline client interactions.
What the main competitors of AuditDashboard?
We find that AuditDashboard's main competitors are Suralink, Fieldguide, Auditi, and Truss. These alternatives offer similar features for accounting firms, such as secure file sharing, client portals, and workflow automation. Some also offer e-signatures and other tools to streamline client interactions.
We find AuditDashboard to be a legitimate software solution. It receives positive reviews for ease of use and efficient client communication. However, we also note some user complaints regarding limited features and navigation.
Is AuditDashboard legit?
We find AuditDashboard to be a legitimate software solution. It receives positive reviews for ease of use and efficient client communication. However, we also note some user complaints regarding limited features and navigation.
I'm sorry, but pricing information for AuditDashboard is not available at this time. We recommend checking the vendor's website or contacting their sales team for the most up-to-date pricing details.
How much does AuditDashboard cost?
I'm sorry, but pricing information for AuditDashboard is not available at this time. We recommend checking the vendor's website or contacting their sales team for the most up-to-date pricing details.
We find that AuditDashboard's customer service is generally considered exceptional, with prompt responses and helpful support. Users highlight the team's responsiveness and willingness to address concerns, contributing to a positive customer experience. While one user mentioned a client's complaint about ease of use, others praise the software's intuitive design.
Is AuditDashboard customer service good?
We find that AuditDashboard's customer service is generally considered exceptional, with prompt responses and helpful support. Users highlight the team's responsiveness and willingness to address concerns, contributing to a positive customer experience. While one user mentioned a client's complaint about ease of use, others praise the software's intuitive design.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
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