# AuditDashboard Software Reviews, Demo & Pricing - 2026 > Review of AuditDashboard Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/cms/auditdashboard-profile --- [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / AuditDashboard Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/cms/auditdashboard-profile/reviews/) # AuditDashboard 2026: Benefits, Features & Pricing Wondering if AuditDashboard is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview AuditDashboard 4.4 [(32)](https://www.softwareadvice.com/cms/auditdashboard-profile/reviews/) 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. Wondering if AuditDashboard is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. ## AuditDashboard User Interface ## Popular AuditDashboard Alternatives Main Product AuditDashboard 4.4 [(32)](https://www.softwareadvice.com/cms/auditdashboard-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.44Value for money - 4.64Customer support - 4.25Functionality Pricing Starting at CA$29.00 per month Get Price Alternative Product [QT9 QMS](https://www.softwareadvice.com/manufacturing/qt9-profile/) 4.8 [(123)](https://www.softwareadvice.com/manufacturing/qt9-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.74Value for money - 4.75Customer support - 4.57Functionality Pricing Available upon request Get Price Alternative Product [DataSnipper](https://www.softwareadvice.com/financial-risk-management/datasnipper-profile/) 4.7 [(131)](https://www.softwareadvice.com/financial-risk-management/datasnipper-profile/reviews/) Ratings Breakdown - 4.69Ease of use - 4.59Value for money - 4.60Customer support - 4.57Functionality Pricing Available upon request Get Price Alternative Product [MasterControl Quality Excellence](https://www.softwareadvice.com/manufacturing/mastercontrol-profile/) 4.5 [(534)](https://www.softwareadvice.com/manufacturing/mastercontrol-profile/reviews/) Ratings Breakdown - 4.14Ease of use - 4.16Value for money - 4.48Customer support - 4.20Functionality Pricing Starting at $25000.00 per year Get Price Alternative Product [Complinity Compliance Software](https://www.softwareadvice.com/enterprise-legal-management/complinity-profile/) 4.9 [(12)](https://www.softwareadvice.com/enterprise-legal-management/complinity-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 4.75Value for money - 4.92Customer support - 4.75Functionality Pricing Starting at ₹15000.00 per month Get Price Alternative Product [KAWAK](https://www.softwareadvice.com/manufacturing/kawak-profile/) 4.6 [(338)](https://www.softwareadvice.com/manufacturing/kawak-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.64Value for money - 4.75Customer support - 4.52Functionality Pricing Starting at $238.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 5 44% 4 53% 3 3% 2 0% 1 0% Secondary Ratings Ease of Use 4.4 Value for money 4.4 Customer support 4.6 Functionality 4.3 RG Rachel G. Verified reviewer Accounting 11-50 employees Used daily for less than 2 years Reviewed February 2023 Helps organise us and our clients 5 We use this to manage client requests for audit engagements. It is very good for this purpose! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More hh 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 5 Ratings Breakdown 5 Ease of use 5 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 Read More JG Jacqueline G. Verified reviewer Accounting 11-50 employees Used weekly for less than 12 months Reviewed June 2023 Audit Dashboard review from GT SLU 4 Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 3 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. Read More GP Gary P. Verified reviewer Accounting 11-50 employees Used daily for less than 12 months Reviewed August 2023 Invaluable tool for any Professional Practice 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 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 Read More DH 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 5 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 4 Ease of use 5 Value for money 5 Customer support 4 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 Read More DY Debora Y. Higher Education 51-200 employees Used other for less than 2 years Review source Reviewed September 2017 Overall experience is positive 4 Streamlines audit prep. Auditors are provided with everything needed. Ratings Breakdown 4 Ease of use 4 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 Read More TC 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 5 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 5 Ease of use 5 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 Read More RM Rachel M. Accounting 201-500 employees Used weekly for less than 6 months Reviewed January 2019 Quick Implementation 4 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 3 Ease of use 5 Customer support 4 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. Read More MR 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!! 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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 Read More HH Heather H. Used daily for less than 6 months Review source Reviewed October 2017 Great! Easy to use! 5 It's secure and easy to use. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More Showing 1 - 10 of 32 Reviews [See All Reviews](https://www.softwareadvice.com/cms/auditdashboard-profile/reviews/) ## Other Top Recommended Document Management Software [Square 9](https://www.softwareadvice.com/cms/square-9-profile/) **4.5** (141) Recently recommended **13** times [Conga Composer](https://www.softwareadvice.com/cms/conga-document-generation-profile/) **4.4** (116) Recently recommended **13** times [Revver](https://www.softwareadvice.com/cms/revver-profile/) **4.4** (967) Recently recommended **12** times [Klyck](https://www.softwareadvice.com/business-plan/klyck-profile/) **4.9** (29) Recently recommended **12** times Stuck Between Options? Our experts can help you compare AuditDashboard with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice