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Logo of AuditDashboard

AuditDashboard

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Last updated on

Company health

Employee growth
12% increase in the last year
Web traffic
33% decrease in the last quarter

Ratings

G2
4.7/5
(18)
Capterra
4.4/5
(32)

AuditDashboard description

AuditDashboard is a software tool designed for accounting firms in the USA. It helps standardize and streamline communication and document exchange with clients during audits, tax reviews, or other financial engagements. The software centralizes requests, provides status tracking, and offers secure file sharing and e-signatures. This helps accounting firms increase efficiency, improve client collaboration, and gain better oversight of their engagements.


What companies are using AuditDashboard?

Kreischer Miller is using AuditDashboard
Kreischer Miller
Windes is using AuditDashboard
Windes
Grant Thornton CZ is using AuditDashboard
Grant Thornton CZ
Zapier is used by Kreischer Miller, Windes, Grant Thornton CZ.

Who is AuditDashboard best for

AuditDashboard streamlines communication and document exchange for accounting firms during audits and financial engagements. It centralizes requests, tracks statuses, and enables secure file sharing and e-signatures. This improves efficiency, client collaboration, and engagement oversight. Primarily serving the US market, AuditDashboard caters to firms of all sizes, with a strong fit for those specializing in audit, tax, and cybersecurity.

  • Ideal for accounting firms of all sizes (1-1000+ employees).

  • Best fit for Finance, Banking & Insurance, Education, and Non-profit & Government.


AuditDashboard features

Supported

AuditDashboard facilitates easy collaboration on PBC lists between CPAs and clients.

Supported

AuditDashboard offers built-in e-signatures to streamline signing various documents.

Supported

AuditDashboard streamlines document collection and fosters collaboration for efficient engagement management.

Supported

AuditDashboard provides secure file sharing capabilities throughout the year.

Supported

AuditDashboard automates the creation of outstanding items lists.

Supported

AuditDashboard visually displays workload status for clear overview of progress.

Supported

AuditDashboard offers secure file transfer functionalities.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Strongly positive
+1

Ease of Use

Strongly positive
+1

AuditDashboard alternatives

  • Logo of Suralink
    Suralink
    Secure client portal for efficient document collection and collaboration.
    Read more
  • Logo of Fieldguide
    Fieldguide
    Automated audit and advisory workflow for accounting firms.
    Read more
  • Logo of Auditi
    Auditi
    Streamlines audit workflows, improves client collaboration, automates key tasks.
    Read more
  • Logo of Truss
    Truss
    Secure client file exchange, e-signatures, and automated delivery.
    Read more
  • Logo of Keeper
    Keeper
    Effortless client management and bookkeeping automation.
    Read more
  • Logo of Accounting CS
    Accounting CS
    Streamlines accounting workflows, connecting client data for greater efficiency.
    Read more

AuditDashboard FAQ

  • What is AuditDashboard and what does AuditDashboard do?

    AuditDashboard is a software solution for accounting firms in the USA, streamlining communication and document exchange during audits and other engagements. It centralizes requests, tracks statuses, and offers secure file sharing and e-signatures, improving efficiency and client collaboration.

  • How does AuditDashboard integrate with other tools?

    AuditDashboard integrates with other tools through features like secure file sharing and e-signatures. It streamlines communication and document exchange, improving client collaboration during audits and other engagements. More specific integration details are not readily available.

  • What the main competitors of AuditDashboard?

    Top alternatives to AuditDashboard include Suralink, Fieldguide, and Auditi. These competitors offer similar features for accounting firms, such as secure file sharing, client portals, and workflow automation. Other options like Truss, Keeper, and Accounting CS also provide related functionalities.

  • Is AuditDashboard legit?

    AuditDashboard appears to be a legitimate software solution for accounting firms. G2 and Capterra reviews rate it highly, suggesting it is safe and reliable. Its features focus on streamlining communication and document exchange, indicating a commitment to secure and efficient operations.

  • How much does AuditDashboard cost?

    I couldn't find pricing details for AuditDashboard. For the most current pricing information, I recommend visiting the vendor's website or contacting their sales team.

  • Is AuditDashboard customer service good?

    Customer service receives positive feedback, described as "very helpful," "prompt," and responsive to queries and concerns. Users also highlight the minimal need to contact support due to the software's intuitive design and ease of use.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.