AuditDashboard Reviews & Product Details

AuditDashboard helps accounting professionals and their clients standardize the process for exchanging information during a complex tax, audit, review or consolidation engagement. AuditDashboard's dynamic collaboration tools drive efficiency by centralizing communication and document management to eliminate information silos that erode productivity.

Product Website

Seller

AuditDashboard

Discussions

AuditDashboard Community

Languages Supported

English

Overview by

Dave Mundy (President & Founder, AuditDashboard.com)

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

AuditDashboard Integrations

(10)

Verified by AuditDashboard

AuditDashboard Media

AuditDashboard Demo - Project Management Insights

Gain the visibility you need to manage your portfolio of client engagements effectively. Keep staff and clients on the same page with real-time status updates, allowing staff to focus on engagements as information becomes available.

AuditDashboard Demo - Information Request Lists With Centralized Communication

Invite colleagues and clients to collaborate on one dynamic PBC request list where it's easy to keep track of inquiries, files and automatically track what's outstanding. Centralize communication and file management to eliminate information silos that destroy productivity. Prevent duplicate re...

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Harini R.

Auditor

Small-Business (50 or fewer emp.)

3/17/2026

"Extremely Easy Client Communication Through the Dashboard"

4.5/5

What do you like best about AuditDashboard?

It is extremely easy to communicate with clients. Anything we require we upload on the dashboard and send it to them and they get notified and upload the necessary documents Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

It is not very client friendly. A lot of them struggle to understand how it works. Would prefer that if they get some training on how to use dashboard. Review collected by and hosted on G2.com.

Leslie S.

Manager

Mid-Market (51-1000 emp.)

12/19/2025

"Effortless Audits and Exceptional Support"

5/5

What do you like best about AuditDashboard?

Ease of use by both client and firm users. It helps to make all parts of the audit more efficient, from planning, execution, and even reviewing the file. It also allows us to roll forward our request lists much quicker, allowing the clients to have access earlier on, which has resulted in earlier uploads. We use it on as many audits as possible. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing that I can think of. Our customer support rep always responds to issues identified quickly. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

edit

Thank you for the fantastic review, Leslie!!

We’re delighted to hear that AuditDashboard is helping both your firm and clients work more efficiently across the entire audit lifecycle, from planning through to review. It’s great to see the impact earlier access and faster roll-forwards are having on client uploads as well.

We’re also pleased to hear your positive feedback about our support team. We’re proud to support you on as many audits as possible with a platform that runs better, faster, and more modern engagements!

Verified User in Accounting

Small-Business (50 or fewer emp.)

12/18/2025

"Seamless Integration and Outstanding Support with Audit Dashboard"

5/5

What do you like best about AuditDashboard?

Audit Dashboard is a practical tool that allows all members of the engagement team to easily track the process of client requests. The integration process was smooth with a trial run being undertaken before the full use of the system. Our team has commented on numerous occasions how appreciate they are for the quick response time of audit dashboard (a significant improvement from the old system we were using). Audit Dashboard has also developed and implemented multiple suggestions we have suggested which is appreciated. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

The main downside of Audit Dashboard has been that the weekly status email notifications can often get ignored by client and staff due to the repetitiveness of these emails. Review collected by and hosted on G2.com.

What problems is AuditDashboard solving and how is that benefiting you?

Through having the request lists for all engagements on a centralised request management system, allows better organisation and traceability of requests. There is also improved client experience, with a structured request list of what's needed, who the request is allocated to and when the request is required to be delivered by. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

edit

Thank you for the thoughtful review and detailed feedback!! We’re really pleased to hear that AuditDashboard has improved request tracking, response times, and overall organization for your team. We also appreciate you highlighting our responsiveness to your suggestions - collaboration is very important to us as we work to make your professional life easier.

We understand how repetitive emails can sometimes be overlooked. Did you know that each user can fully control the type and frequency of notifications they receive, including adjusting or disabling certain emails, so both staff and clients can tailor notifications to what’s most useful for them?

Thanks again for your feedback and for trusting AuditDashboard. We’re proud to be a platform that not only improves audit workflows but continuously evolves based on real client needs.

Verified User in Accounting

Mid-Market (51-1000 emp.)

3/18/2026

"Easy Document Management with Great Search, Client Communication, and Audit Trail."

5/5

What do you like best about AuditDashboard?

Ease of use with documents. Easy to find documents with search function. Easy communication with client and good audit trail. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Unable to sort requests based on returned, submitted and pending. There used to be a sort function that would allow all similar requests to line up. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

3/18/2026

"Well-Organized Client Details and Easy Information Segregation"

4.5/5

What do you like best about AuditDashboard?

All client details are well organised, and the information can be easily segregated. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Client shouldn't have access to deleted files that I have uploaded. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

4/18/2025

"Transformative"

5/5

What do you like best about AuditDashboard?

The dashboard and reporting feature are head and shoulders above what we've used in the past. It enables us to see quickly not only what remains outstanding from our request list, but also provides key metrics to improve client relations and our own performance. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

We haven't encountered any issues with it Review collected by and hosted on G2.com.

What problems is AuditDashboard solving and how is that benefiting you?

Our two previous file sharing and client request list services did not sufficiently allow us to manage our engagements. One became glitchy and the other's reporting feature was not robust. We considered several solutions and AuditDashboard fulfilled all of our requirements. This is the first time that all of our associates are completely satisfied with the FTP/list management service. Review collected by and hosted on G2.com.

Adam S. L.

Co-Managing Partner

Small-Business (50 or fewer emp.)

12/18/2025

"Outstanding System with Exceptional Support"

5/5

What do you like best about AuditDashboard?

Amazing system with great support. Our firm loves it. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

I can't think of anything. Great product. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

edit

Thank you for the fantastic feedback, Adam!! We’re delighted your firm loves AuditDashboard, and that we’re helping streamline client data collection - with great support to match!

Verified User in Accounting

Mid-Market (51-1000 emp.)

8/1/2025

"AuditDashboard Client Review"

4.5/5

What do you like best about AuditDashboard?

The Fit-for-purpose of the Engagement Module to our business use-case. Our clients have shared very positive feedback on this product and as a user, this was very easy to understand. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

The challenge with AuditDashboard is related to ensuring clients are sufficiently trained, a training module for clients would be a nice addition Review collected by and hosted on G2.com.

Brandon R.

Shareholder

Mid-Market (51-1000 emp.)

2/18/2025

"Seamless onboarding and easy to use."

5/5

What do you like best about AuditDashboard?

Very easy to use. Our clients embraced it quickly. Nice to have one source of truth regarding outstanding engagment items. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing significant comes to mind, so far. It's an easy product to use. Review collected by and hosted on G2.com.

Tung P.

Shareholder

Small-Business (50 or fewer emp.)

2/18/2025

"Great Portal for Audits"

5/5

What do you like best about AuditDashboard?

Easy to use and implementation.

Helpful support. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

It would be helpful to section it out (visually) to different audit areas and have ability to add sub-folders. Review collected by and hosted on G2.com.