¿Quién utiliza este software?

Audit/Tax Professionals and their Clients at small, medium and large size CPA firms in North America, Europe and Australia

Valoración media

26 opiniones
  • En general 4 / 5
  • Facilidad de uso 4 / 5
  • Atención al cliente 4 / 5
  • Funcionalidades 4 / 5
  • Relación calidad-precio 4 / 5

Detalles del producto

  • Versión gratuita No
  • Prueba gratis
  • Implementación En la nube, SaaS, web
  • Formación En persona
    En directo en línea
    Documentación
  • Asistencia En horario ininterrumpido (atiende un representante)
    En línea

Datos del proveedor

  • AuditDashboard
  • http://www.auditdashboard.com/
  • Fundada en 2012

Sobre AuditDashboard

AuditDashboard's cloud-based software standardizes the information collection process for professionals and their clients. It enhances client experiences by facilitating collaboration on one dynamic PBC request list where it is easy to reconcile what is outstanding. AuditDashboard drives efficiency by centralizing communication and document management to eliminate information silos that destroy productivity. Save time. Stay organized. Keeps everyone up to date. Visit www.AuditDashboard.com

Funciones de AuditDashboard

  • Acceso móvil
  • Alertas y notificaciones
  • Evaluación de riesgos
  • Gestión de flujos de trabajo
  • Gestión de formularios
  • Gestión de la conformidad
  • Gestión de problemas
  • Gestión de tareas
  • Panel de comunicaciones
  • Planificación de auditorías
  • Seguimiento de activos

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Las opiniones más útiles de AuditDashboard

This enables users to have access financial data at any time

Publicado el 10/10/2017
Hye H.
Accountant
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
Asistencia técnica
Relación calidad-precio

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por AuditDashboard el 23/10/2017

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!

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

Publicado el 18/10/2017
Daniel H.
Accounting Manager
Importación y exportación, 201-500 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
5/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por AuditDashboard el 23/10/2017

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.

Overall experience is positive

Publicado el 26/9/2017
Debora Y.
Budget and Accounting Manager
Educación superior, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
4/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: Streamlines audit prep. Auditors are provided with everything needed.

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

Contras: 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.

Respuesta de proveedores

por AuditDashboard el 28/9/2017

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!

The audit process is very simple as you clearly know the list of all items already given to auditors

Publicado el 17/4/2018
Joseph O.
Finance & Admin Assistant
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
4/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
4 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: The audit process has been made faster and systematic as the information flow between the company and our auditors is smoother

Puntos a favor: The ease with which i can access my financial information is a great advantage while using AuditDashboard. Transfer of files is also done in a professional way further making the whole process smoother.

Contras: I have experienced a little problem while doing updates with no clear indication as to when the same has been completed

AuditDashboard works well for our audit

Publicado el 27/9/2017
Toni C.
Controller
Gestión de organizaciones sin ánimo de lucro, 13-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: 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.

Respuesta de proveedores

por AuditDashboard el 29/9/2017

Thanks for your glowing review Toni!

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