AuditDashboard 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

AuditDashboard

4.4

(32)

Pricing

Starting at CA$29.00 per month

About AuditDashboard

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.

AuditDashboard Screenshots

AuditDashboard Pricing and Plans

Starting price: CA$29.00 per month

Free Trial

Free Version

Basic

CA$29.00

per user, per month

No plan information available

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AuditDashboard Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of AuditDashboard
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Audit Management
Audit Planning
Audit Trail
Change Management
Client Portal
Communication Management
Compliance Management
Configurable Workflow
Customizable Branding
Customizable Forms
Customizable Templates
Dashboard
Data Import/Export
Data Visualization
Document Automation
Document Management
Document Review
Document Storage
Drag & Drop
Due Date Tracking
Email Reminders
File Recovery
Forms Management
Issue Management
Monitoring
Project Management
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reporting & Statistics
Role-Based Permissions
Search/Filter
Secure Data Storage
Security Auditing
SSL Security
Status Tracking
Task Management
Workflow Management

AuditDashboard User Reviews

Overall Rating

4.4

Ratings Breakdown

44%

53%

Secondary Ratings

Ease of Use

4.4

Value for money

4.4

Customer support

4.6

Functionality

4.3

Rachel G.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Reviewed February 2023

Helps organise us and our clients

We use this to manage client requests for audit engagements. It is very good for this purpose!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing AuditDashboard

Layout, ease of use

Vendor Response

Thank you so much for your review, Rachel! 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!

Replied March 2023

hye h.

Used other for less than 6 months

Review source

Reviewed October 2017

This enables users to have access financial data at any time

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

Thanks for your 5 Star review Hye. We're thrilled to hear you've found it easy to upload and remove documents on AuditDashboard! Security is extremely important here at AuditDashboard. That's why (1) data is encrypted in transit and at rest, (2) we use world class data centers with the highest physical security and; (3) we under go a SOC2 Type 2 Audit on an annual basis. If you ever have any questions about training or security, don't hesitate to ask. Our customer success team is here to help!

Replied October 2017

Jacqueline G.

Verified reviewer

Accounting

11-50 employees

Used weekly for less than 12 months

Reviewed June 2023

Audit Dashboard review from GT SLU

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Gary P.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 12 months

Reviewed August 2023

Invaluable tool for any Professional Practice

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

Thank you for your glowing review, Gary!

Replied September 2023

Daniel H.

Import and Export

201-500 employees

Used other for less than 2 years

Review source

Reviewed October 2017

Audit dashboard was pretty easy to use, & made it easier to see what documents we gave the auditors

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

Thanks for the fantastic review Daniel! We're glad to hear that you found AuditDashboard so easy to use and that it helped you save time and energy. Automatic email notifications are easy to setup. We'll reach out to your audit team to let them know. With a click of a button they can receive an email notification each time you upload a document, leave a comment or assign a request to them.

Replied October 2017

Debora Y.

Higher Education

51-200 employees

Used other for less than 2 years

Review source

Reviewed September 2017

Overall experience is positive

Streamlines audit prep. Auditors are provided with everything needed.

Ratings Breakdown

Ease of use

Functionality

Pros:

The paperless aspect is the most important positive for me. Ease of dragging files into the dashboard is a close second.

Cons:

I would like to be able to break out the balance sheet accounts and have the auditors indicate what they need for each account. I would like to be able to enter notes to the auditors if there is no information available for a certain request. I would like to have a flag for the client user to be able to indicate when I have completed a section so I can hide from my view those items that are complete.

Vendor Response

Thanks for taking the time to leave a review and share some excellent feedback Debora. Each request list is fully custom. If you'd like to break out the balance sheet accounts speak with your CPA firm. Leaving notes for your auditors is as easy as leaving a comment. Great suggestion about hiding completed sections!

Replied September 2017

Toni C.

Non-Profit Organization Management

11-50 employees

Used other for more than 2 years

Review source

Reviewed September 2017

AuditDashboard works well for our audit

It is a secure and easy method of transferring and tracking PBC files from the client to the CPA firm for our annual audit. It makes the transfer of information secure and more organized.

Ratings Breakdown

Ease of use

Functionality

Pros:

The software makes it easy to securely share files with our CPA firm and other staff working on our annual audit. You can easily categorize the files and know what you have or what is missing. There is less back and forth between the CPA firm and the client about which documents have been sent or are still outstanding.

Vendor Response

Thanks for your glowing review Toni!

Replied September 2017

Rachel M.

Accounting

201-500 employees

Used weekly for less than 6 months

Reviewed January 2019

Quick Implementation

Our overall experience with AuditDashboard has been positive. We are particularly satisfied with the support we have received from the representative who worked with us to implement the software for a test group of engagements. He assisted with training our personnel remotely and responds timely to questions/issues. With his assistance, we successfully implemented AuditDashboard on a sample of 5-7 engagements within 4-6 weeks. MCM's mission is to help both our team and clients succeed and to provide tools to team members that ensure clients receive the best possible service. To this end, we are constantly reviewing technology advances in order to implement tools that support progressive service delivery. We have not yet completed a full cycle with AuditDashboard and therefore are still evaluating efficiencies and client feedback.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The software is easy to access and responsive to changes in users and requests. Audit personnel make changes that are seen by the client as soon as the webpage is refreshed.

Cons:

Users are set up under a different section from the request list and must be added to the engagement as a second step. In addition, the email invitation to a new user is not sent automatically, which can cause a delay if the invitation is not manually initiated.

Michele R.

Used other for less than 2 years

Review source

Reviewed September 2017

We were able to upload almost everything for the authors to review beforehand. Perfect!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ability to assign different people with deliverables Upload and delete multiple items at once Ability to have essentially bullet points Your data is date stamped You can see new and completed request easily

Cons:

I couldn't tell when or if the end user actually accessed my data The only thing I actually hated was the pesky email notifications that items were still pending or incomplete. (I already know, I'm working on it.)

Vendor Response

Thanks for taking the time to share a review Michele! If you're finding the email notifications disruptive, you can turn them off anytime. Changing notification type and frequency is really easy, just log-in and navigate to setting in the top right hand corner.

Replied September 2017

Heather H.

Used daily for less than 6 months

Review source

Reviewed October 2017

Great! Easy to use!

It's secure and easy to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I enjoy the commenting function a lot. I like the filtering available and how you can complete items and mark them important.

Cons:

I wish there was a way to access prior years after rolling forward. I also always have a hard time remembering how to add a user in our office to an engagement.

Vendor Response

Thanks for the glowing review Heather! It's great to hear you're taking advantage of the functionality to mark requests as important. After completing an engagement in AuditDashboard it is really easy to roll them forward and access prior engagements. Both Professionals and Clients love this because it makes it easy to update what was previously provided. If you want a hand rolling your first engagement forward don't hesitate to each out to our Customer Success team. They're almost always available to help!

Replied October 2017

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