Audit Dashboard Review
Use Cases and Deployment Scope
We use Audit Dashboard in our organization to help ourselves and our clients stay organized during the audit process. We audit a wide variety of clients with a wide variety of skill levels in accounting and it is so nice to be able to send and assign individual tasks to individual people.
Pros
- The ability to assign individual tasks to clients
- The ability to assign individual tasks to our employees
- The ability to mark things as high priority
Cons
- I wish provide reactions to individual comments, like a thumbs up or something
- I wish there was an email that just told you what got uploaded to Audit Dashboard for the day, sometimes the individual email uploads per item are nice but can be overwhelming.
- I wish there was a way to see engagements without opening it again to the client, and only to us as the auditor
Return on Investment
- Helps our audits be more efficient
- Helps us track the status of outstanding items
- Helps client and team collaboration
Usability
Alternatives Considered
Inflow CRM
Other Software Used
BambooHR, Dext, QuickBooks Online