--- description: Review of AuditDashboard Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: AuditDashboard | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/4237/tax-practice-management/software) > [AuditDashboard](/software/341163/auditdashboard) # AuditDashboard Canonical: https://www.softwareadvice.com.au/software/341163/auditdashboard Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/341163/auditdashboard?page=2) > AuditDashboard is a streamlined software solution that allows CPAs and their clients to coordinate and collaborate on PBC lists, exchange documents, and centralize the management of engagements. As a leading provider of information request, document management, and client portal software solutions for the accounting profession, AuditDashboard is not only limited to Audit. More than 40% of our customers use the platform to manage engagements in the Tax, Financial Audit, Cyber Assurance, Corporate Finance, and Advisory service lines. In addition to the PBC Request List solution, AuditDashboard offers fully-integrated electronic signatures (e-signatures), as well as easy-to-use, highly secure year-round file sharing. Combined, these three integrated products are helping to deliver a consistent, unified digital client experience for small, medium, and large firms globally. > > Verdict: Rated **4.4/5** by 32 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 32 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: AuditDashboard - **Founded**: 2012 ## Commercial Context - **Starting Price**: CAD 29.00 - **Pricing model**: Per User (Free Trial) - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, American Samoa, Andorra, Anguilla, Antigua and Barbuda, Argentina, Aruba, Australia, Austria, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bolivia, Bosnia and Herzegovina, Brazil, British Virgin Islands, Bulgaria and 116 more ## Features - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Archiving & Retention - Audit Management - Audit Planning - Audit Trail - Change Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Compliance Tracking - Configurable Workflow - Customisable Branding - Customisable Forms ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Tax Practice Management Software](https://www.softwareadvice.com.au/directory/4237/tax-practice-management/software) ## Related Categories - [Tax Practice Management Software](https://www.softwareadvice.com.au/directory/4237/tax-practice-management/software) - [Document Management Software](https://www.softwareadvice.com.au/directory/722/document-management/software) - [Audit Software](https://www.softwareadvice.com.au/directory/4188/audit/software) - [Accounting Software](https://www.softwareadvice.com.au/directory/4220/accounting/software) ## Alternatives 1. [QT9 QMS](https://www.softwareadvice.com.au/software/152728/qt9) — 4.8/5 (118 reviews) 2. [DataSnipper](https://www.softwareadvice.com.au/software/383026/datasnipper) — 4.7/5 (131 reviews) 3. [MasterControl Quality Excellence](https://www.softwareadvice.com.au/software/142000/mastercontrol) — 4.5/5 (527 reviews) 4. [Complinity Compliance Software](https://www.softwareadvice.com.au/software/79320/complinity-compliance-software) — 4.9/5 (12 reviews) 5. [KAWAK](https://www.softwareadvice.com.au/software/357377/kawak) — 4.6/5 (328 reviews) ## Reviews ### "Helps organise us and our clients" — 5.0/5 > **Rachel** | *23 February 2023* | Accounting | Recommendation rating: 10.0/10 > > **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. > > We use this to manage client requests for audit engagements. It is very good for this purpose\! ----- ### "This enables users to have access financial data at any time" — 5.0/5 > **hye** | *10 October 2017* > > **Pros**: It is easy to upload and remove documents on Audit Dashboard. Audit Dashboard allows users to access financial data at any time as long as users have access to the Internet. Conventional processes involve accessing the office, computer or network where your data is stored. This can be very inconvenient when users need to refer to data quickly. Therefore, it works great for organizations with remote employees. If you need someone to access data on your behalf, they can do so, without having to login to your personal computer. Simply grant them login information, and they can access the data with their own computer, without the need to install any software. > > **Cons**: One essential concern is data security. When being hacked, financial data could be technically compromised. Financial data might be safer when stored locally. Audit Dashboard has too many little features. It can be difficult for first time users to use Audit Dashboard without tutorials. Training can be costly. Audit Dashboard can get slow when processing or sending or interacting with huge files. Also, things get delayed due to system errors. Therefore, it can be costly for organizations to maintain the system. ----- ### "Audit Dashboard review from GT SLU" — 4.0/5 > **Jacqueline** | *29 June 2023* | Accounting | Recommendation rating: 7.0/10 > > **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. ----- ### "Invaluable tool for any Professional Practice" — 5.0/5 > **Gary** | *31 August 2023* | Accounting | Recommendation rating: 10.0/10 > > **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. ----- ### "Audit dashboard was pretty easy to use, & made it easier to see what documents we gave the auditors" — 5.0/5 > **Daniel** | *18 October 2017* | Import & Export | Recommendation rating: 8.0/10 > > **Pros**: I like that the ease of use when it comes to tracking the documents we have given the auditors. It makes it easy to coordinate my list of outstanding items with the auditors' list of outstanding items. To me this is a good way to save time and energy. > > **Cons**: There were documents we had uploaded that the auditors were unaware of. I'm not sure if it can be set up to email the team for documents received, or if there is an easier way for them to see what's been given. Not sure if this is a dashboard issue or an auditor user issue. > > I think the biggest benefits were making sure we gave the auditors all their requested items, and being able to track more easily what we have given them and what we have still outstanding. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/341163/auditdashboard?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/341163/auditdashboard) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data