Wer nutzt diese Software?

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

Durchschnittliche Bewertung

26 Bewertungen
  • Gesamt 4.2 / 5
  • Benutzerfreundlichkeit 4.2 / 5
  • Kundenservice 4.1 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4.1 / 5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Online

Angaben zum Hersteller

  • AuditDashboard
  • http://www.auditdashboard.com/
  • Gegründet 2012

Über 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

AuditDashboard Funktionen

  • Alarmfunktion / Benachrichtigungen
  • Auditplanung
  • Aufgabenmanagement
  • Compliance Management
  • Dashboard
  • Formularverwaltung
  • Mobiler Zugriff
  • Problemmanagement
  • Risikobewertung
  • Verfolgen von Vermögensanlagen
  • Workflow-Management

Die hilfreichsten Reviews für AuditDashboard

This enables users to have access financial data at any time

Bewertet am 10.10.2017
Hye H.
Accountant
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von AuditDashboard an 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

Bewertet am 18.10.2017
Daniel H.
Accounting Manager
Import und Export, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von AuditDashboard an 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

Bewertet am 26.9.2017
Debora Y.
Budget and Accounting Manager
Hochschulbildung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

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

Nachteile: 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.

Antwort des Softwareanbieters

von AuditDashboard an 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

Bewertet am 17.4.2018
Joseph O.
Finance & Admin Assistant
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Vorteile: 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.

Nachteile: 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

Bewertet am 27.9.2017
Toni C.
Controller
Non-Profit-Organisation Management, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Antwort des Softwareanbieters

von AuditDashboard an 29.9.2017

Thanks for your glowing review Toni!

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