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AuditDashboard Reviews & Product Details - Page 2

AuditDashboard Overview

What is AuditDashboard?

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.

AuditDashboard Details
Languages Supported
English
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Seller Details
Year Founded
2013
HQ Location
Oakville, Ontario
Twitter
@AuditDashboard
584 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
Description

AuditDashboard's client collaboration platform helps accounting professionals and their clients optimize the experience for managing mission-critical workflows.


Dave M.
DM
Overview Provided by:
President & Founder, AuditDashboard.com

Recent AuditDashboard Reviews

TP
Tung P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great Portal for Audits"
Easy to use and implementation. Helpful support.
BR
Brandon R.Mid-Market (51-1000 emp.)
5.0 out of 5
"Seamless onboarding and easy to use."
Very easy to use. Our clients embraced it quickly. Nice to have one source of truth regarding outstanding engagment items.
Mark B.
MB
Mark B.Mid-Market (51-1000 emp.)
5.0 out of 5
"A great experience"
AuditDashboard is very user friendly and our clients have really responded well to the product which means we have a more efficient audit process.
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AuditDashboard Media

AuditDashboard Demo - Project Management Insights
Gain the visibility you need to manage an engagement effectively. Keep staff and clients on the same page with real-time status updates that allow staff to switch between engagements as information becomes available.
AuditDashboard Demo - Centralized Communication
Centralize communication and file management to eliminate information silos that destroy productivity. Prevent duplicate requests, lost emails and misplaced files.
AuditDashboard Demo - PBC Request List
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.
AuditDashboard Demo - Electronic Signature Requests Integrated
The API-based integration is more secure; it helps automate and speed up existing processes. It helps improve the experience for the initiator, the signer, and the manager responsible for overseeing the process.
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20 AuditDashboard Reviews

4.8 out of 5
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20 AuditDashboard Reviews
4.8 out of 5
20 AuditDashboard Reviews
4.8 out of 5

AuditDashboard Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for AuditDashboardQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
VA
Account Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about AuditDashboard?

AuditDashboard is very useful in providing and storing information and helpful in Audit like Internal Audit of the Company. It is a one-step solution to many accounting problems. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

This Application is overall good except few bugs and errors which can be improvised accordingly. As Review collected by and hosted on G2.com.

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

AuditDashboard increases the efficiency of the work. It stores all the related data of the company for future reference. It provides ease of doing business as well as is very cost-effective even for a smaller business. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

Thank you for your review, Vijay!

It is always great to hear that companies of all sizes are maximizing their efficiency and productivity with AuditDashboard.

We are very interested in hearing more about the errors you have come across, as we are constantly working to improve the AuditDashboard platform. Please reach out to our support team at support@auditdashboard.com.

JK
Senior Audit Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about AuditDashboard?

Our Audit group adopted AuditDashboard in 2015, and using it to request information from and communicate with our clients has become an integral part of our daily workflow. We love that all our client information is secure, organized and in one location. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

No complaints! The staff at Audit Dashboard are very responsive. The development team at Audit Dashboards continue to add features that we didn't even know we needed. Review collected by and hosted on G2.com.

Recommendations to others considering AuditDashboard:

It will be the best decision you will make by implementing AuditDashboard... Gone will be the days of "Where is that file" and searching endlessly in your inbox. Review collected by and hosted on G2.com.

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

We've been using AuditDashboard for so long now I can't imagine what life would be like without it. The automated notifications prevent us from having to chase clients as much or worry that an email was missed or not forwarded to the audit team by the manager/partner. Having all the audit information centralized and updated in real-time has been a game-changer in efficiency and organization plus allows managers/partners to stay involved in the flow of work to staff/seniors. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

Jessica, thank you for your review! We're so proud to be a part of your continued success. Here's to another 5 years!

LM
Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about AuditDashboard?

We evaluated many options, and of all the applications we looked at, AuditDashboard stood out. It's intuitive and straightforward to use. We were able to get things set up and running in a relatively short period. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

One of the other solutions we evaluated had live chat support; however, after using AuditDashboard for six months, it's not necessary. We've only had one or two questions, and their support team has been so responsive it felt like a chat. Review collected by and hosted on G2.com.

Recommendations to others considering AuditDashboard:

Sign up for a demo! The software is so intuitive that once you see it in action, you'll see the advantages. Review collected by and hosted on G2.com.

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

Our team manages a large volume of engagements, and managing the client communications using Excel spreadsheets, and a basic client portal became very time-consuming. Within a matter of weeks, we were up and running on AuditDashboard. It has become the standard for how we request information, gather files, and track what's outstanding. Several clients have commented on how they love the new process - there's no doubt that AuditDashboard helps us deliver a great client experience. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

Thank you so much for your review, Lisa! We appreciate you taking the time to share your AuditDashboard experience with us - our clients' success is our top priority, and we are so happy to hear that AuditDashboard has been instrumental in improving your client experience!

CS Ankita A.
CA
Company Secretary
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about AuditDashboard?

Audit Dashboard provides an efficient way of working and a digital client experience making it easily accessible to the data from anywhere as long as you have an internet connection. It provides a successful workflow for the firm as well as its clients. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

As the software works on the internet and making it accessible where there are no net connections makes it difficult in urgent times overall the software is good. Review collected by and hosted on G2.com.

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

It is a Compliance Audit Manager making the compliance easy and timely

Less paperwork and more accurate and timely information are available. The dashboard provides a current view of audit engagements and related audit activities, making it easy to plan work. Review collected by and hosted on G2.com.

Vince M.
VM
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about AuditDashboard?

Real-time, intuitive visibility into the status of each engagement has allowed us to save on time and cost. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Lack of ability to adjust the frequency of engagement status emails. Review collected by and hosted on G2.com.

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

Organization Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

Hi Vince, thanks for your complimentary feedback! It's always great to hear how AuditDashboard is making professional lives easier and that you've been able to realize so much value in your first few months.

Did you know that each user can quickly customize the frequency and type of notifications from their settings menu? I've just sent you an email with some more information about the variety of options available.

Verified User in Banking
UB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about AuditDashboard?

Great workflow process to manage requests from clients. It helps to organize PBC's received from clients in a safe manner. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing to dislike. The software works as its supposed to and creates a smooth workflow. Review collected by and hosted on G2.com.

Recommendations to others considering AuditDashboard:

Just try it. It will make your life that much easier. Review collected by and hosted on G2.com.

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

It creates a time efficiency because it removes our team from having to manually manage our requests since Audit dash does that for us. Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

Thank you for sharing your review! Your feedback helps us improve AuditDashboard and make your professional life easier, and we're happy to hear that the platform has made your workflow more efficient.

Verified User in Accounting
AA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about AuditDashboard?

It is very intuitive and provides the ability to provide instant feedback to the client with questions in a more informal manner than drafting an email or calling Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing really, it is a great product and I may recommend that it be expanded to any business with a a client assistance list. It does not need to be confined just to audit Review collected by and hosted on G2.com.

Recommendations to others considering AuditDashboard:

N/A Review collected by and hosted on G2.com.

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

It makes communication easier and more fluid with clients going back and forth about requested items Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

Thank you for sharing your review! We are always happy to get feedback and hear that AuditDashboard is making your professional life easier.

Verified User in Accounting
CA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about AuditDashboard?

features like Tracking of workload, adding audit team member, adding client Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

There is nothing to dislike in this application Review collected by and hosted on G2.com.

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

Tracking, PBC, esign and engagement management Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about AuditDashboard?

The user interface is very intuitive and easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

It took a little bit of time to customize but the payoff was worth it. Review collected by and hosted on G2.com.

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

Great for file management, sign offs and keeping track of review. Review collected by and hosted on G2.com.

Verified User in Telecommunications
UT
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about AuditDashboard?

The electronic signature is the best part of my experience. Review collected by and hosted on G2.com.

What do you dislike about AuditDashboard?

Nothing. Actually, really good platform. Review collected by and hosted on G2.com.

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

Electronic signature over WWW! Review collected by and hosted on G2.com.

Response from Ashif Hemraj of AuditDashboard

Thank you for your kind review - we agree, the e-signature integration is pretty awesome!