AuditDashboard Reviews & Product Details

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.

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

Easy to use and implementation.

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

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.

It is nice to have an organized approach to client requests items. It has proven helpful for both staff and clients. Review collected by and hosted on G2.com.

If there could be more flexibility with who has access to what dashboards and how you would make changes in bulk would be most helpful. Also, if there was a way to only restrict users on the client side of things without impacting the professional staff that would be helpful. I'd love to be able to sort it by completion percentage or to have some ability to track work flow in the system. The snap shots are helpful but at times not enough. On the topic of snap shots, it would be great if we could get a snap shot of comments left in each dashboard or even how many comments/notes a client has left in a dashboard within our emailed weekly/daily notices that would be helpful. Review collected by and hosted on G2.com.

Able to easily navigate the site, I.e., add an engagement, client and professional users, add/delete requests. Categorizing requests by reference is a good feature. Adding comments is helpful. Review collected by and hosted on G2.com.

When a client uploads additional information to a request after initially submitting something, a notification is not sent to us.

Also, sometimes a document can be uploaded to a request, and the request status stays at outstanding vs submitted.

When a client just adds a comment to a request vs uploading something, sometimes those are missed until later or we may think that the item is outstanding but really is N/A for the engagement or the client needs clarification on the request. It would be nice to add a sort of "help me" status to a request for clients to use, so we can address those quicker to lessen the time items are outstanding. Review collected by and hosted on G2.com.

Very efficient in getting all the information to the whole audit team at the same time

Has been a key part in streamlining inforamtion requests and improving the quality of clients experiences during the audit

Client feedback on the ease of use as well as a single source of truth has been excellent

We have had very very few instances where we need to contact customer support

Have used the reporting for debriefing with clients to improve the way the audit is conducted in future years Review collected by and hosted on G2.com.

Nothing to report at this time, we would seek to report any feedback in real time. Review collected by and hosted on G2.com.

AuditDashboard is very user friendly and our clients have really responded well to the product which means we have a more efficient audit process. Review collected by and hosted on G2.com.

The only thing I dislike is the "accepted" function as some clients think the audit work has been done when it really hasn't. Review collected by and hosted on G2.com.

The ability to easily on-board our audit clients and tailor the requests we make.

Additionally the actual front dashboard and how it visualises where all the jobs are up to.

The customer support team have been very helpful in our first year using the software. Review collected by and hosted on G2.com.

There are some features we are hoping will be implemented such as the ability to upload full folder attachments rather than just the documents within a folder Review collected by and hosted on G2.com.

We moved to AuditDashboard around 4 years ago as a way to manage our client request documentation, and move away from SharePoint. The product allows us to easily send and monitor requests, and allows a secure way for our clients to easily drag and drop items we need. We use the product for all engagements large and small. Review collected by and hosted on G2.com.

There may be impacts on some clients who don't like ongoing reminders about overdue items. Review collected by and hosted on G2.com.

Their service, functionalities and ease of use. The system is intuitive and easy for clients. It makes communication easier. It was very easy to implement and customer support has been prompt. Review collected by and hosted on G2.com.

nothing much really, can be prettier in terms of custom color themes Review collected by and hosted on G2.com.

Helps us organise our audit work and provide insights into activity between the client and the audit team to better plan for future years. Review collected by and hosted on G2.com.

Team have been receptive of feedback and shared their roadmap - no dislikes to date. Review collected by and hosted on G2.com.