AuditDashboard

AuditDashboard

Por AuditDashboard

¿Quién usa AuditDashboard?

Profesionales de auditoría/fiscales y sus clientes en pequeñas, medianas y grandes empresas de CPA en América del Norte, Europa y Australia.

¿Qué es AuditDashboard?

El software basado en la nube AuditDashboard estandariza el proceso de recopilación de información para los profesionales y sus clientes. Mejora las experiencias de los clientes facilitando la colaboración con una lista de solicitudes PBC dinámica que permite conciliar fácilmente lo que destaca. AuditDashboard impulsa la eficiencia centralizando la comunicación y la gestión de documentos para eliminar los silos de información que destruyen la productividad. Ahorra tiempo. Mantiene la organización. Mantiene a todos actualizados. Visita la web de AuditDashboard.

Información sobre AuditDashboard

AuditDashboard

http://www.auditdashboard.com/

Fundada en 2012

Resumen de precios de AuditDashboard

AuditDashboard no está disponible en versión gratuita y no ofrece prueba gratis.

Versión gratuita

No

Prueba gratis

No

Implementación

En la nube, SaaS, web

Formación

En persona

En vivo en línea

Documentación

Asistencia

En horario ininterrumpido (atiende un representante)

Horas laborables

En línea

Funciones de AuditDashboard

Software de auditorías
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

Opiniones de AuditDashboard

Mostrando 5 de 26 opiniones

En general
4.2/5
Facilidad de uso
4.2/5
Atención al cliente
4.1/5
Funcionalidades
4/5
Relación calidad-precio
4.1/5
Hye H.
Accountant
Ha utilizado el software durante: 1-5 meses
  • Valoración global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    5/5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    Sin valoración
  • Fuente de la reseña 
  • Publicado el 10/10/2017

"This enables users to have access financial data at any time "

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!

  • Fuente de la reseña 
  • Publicado el 10/10/2017
Daniel H.
Accounting Manager
Importación y exportación, 201-500 empleados
Ha utilizado el software durante: Más de un año
  • Valoración global
    5/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 18/10/2017

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

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.

  • Fuente de la reseña 
  • Publicado el 18/10/2017
Kristin H.
Shareholder
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    3/5
  • Facilidad de uso
    3/5
  • Características y funcionalidades
    2/5
  • Asistencia técnica
    3/5
  • Relación calidad-precio
    3/5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 27/9/2017

"Nice concept but needs a little more editing to make more user friendly with more options."

Comentarios: Some clients enjoyed it and we are looking forward to this year when they can see all the information they sent us last year.

Puntos a favor: Ability to track the information list.
Ability for client to see the information they sent us last year.

Contras: Sometimes have problems with the search.
Would be helpful if client could mark as "complete" (and item would not show in their list but would still show on accountant's list) and then accounting firm could mark as "cleared" (which would be the same and the current complete.

Respuesta de proveedores

por AuditDashboard el 29/9/2017

Thanks for the review and for continually sharing your feedback Kristin!

Because you raised those search issues to our Customer Success team in February we were able to fix them the same week.

You are absolutely right, your clients are going to love the second year when they can see all the information they sent last year.

  • Fuente de la reseña 
  • Publicado el 27/9/2017
Debora Y.
Budget and Accounting Manager
Educación superior, 51-200 empleados
Ha utilizado el software durante: Más de un año
  • Valoración global
    4/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 26/9/2017

"Overall experience is positive"

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!

  • Fuente de la reseña 
  • Publicado el 26/9/2017
Joseph O.
Finance & Admin Assistant
Ha utilizado el software durante: Más de un año
  • Valoración global
    4/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 17/4/2018

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

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

  • Fuente de la reseña 
  • Publicado el 17/4/2018