AuditDashboard Discount - Up to 30% off
Cloud-based tool that streamlines the client process of exchanging requests, files and feedback with a dynamic PBC list.
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Accounting SoftwareWhat is AuditDashboard?
AuditDashboard is a cloud-based software designed to streamline the information collection process for professionals and their clients. It enhances client collaboration through a dynamic Prepared By Client (PBC) request list, simplifying the tracking of outstanding items. Key features include centralized communication, document management, and real-time updates, which eliminate information silos and boost productivity. By standardizing workflows, AuditDashboard saves time, keeps teams organized, and ensures all stakeholders are consistently informed.
- Centralized dynamic PBC request list
- Cloud-based access from anywhere, anytime
- Secure document sharing and storage
- Real-time audit status tracking notifications
- Client and auditor collaboration via comments
- Role-based assignments and user management
Eligibility
Number of Seats/Users: AuditDashboard offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.
Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows AuditDashboard that the company is serious and willing to invest in the platform long-term.
No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from AuditDashboard. AuditDashboard reserves discounts for new customers or those not currently under promotional pricing.
Volume or Usage Commitment: AuditDashboard offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.
Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from AuditDashboard. Such companies are often in a position to negotiate for better pricing.
Early Renewal or Prepayment: AuditDashboard often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.
AuditDashboard - Up to 30% off
Reviews
Here at Spendbase our internal data shows that AuditDashboard is generally delivering strong value for finance and audit teams, with overall satisfaction sitting in the high 4‑out‑of‑5 range and many Spendbase clients calling it “essential” or a “must have” for audit work.
Key positive themes our clients highlight:
- Ease of use
- Simple, intuitive interface for both auditors and their clients
- Drag‑and‑drop uploads and quick categorization of PBC items
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Minimal training needed for most teams
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Better organization & visibility
- Clear tracking of what’s uploaded vs. outstanding
- Time stamps and status indicators that reduce back‑and‑forth emails
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Centralized request lists that replace email chains and spreadsheets
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Collaboration & client experience
- Shared, dynamic PBC lists that keep everyone aligned
- Commenting on individual requests to clarify issues
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Remote access from anywhere with an internet connection
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Security
- Strong perceived security vs. email attachments
- Comfort with using it as the main channel for sensitive financial data
Common pain points and friction:
- Onboarding & usability gaps
- First‑time users sometimes feel overwhelmed by “too many little features”
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A subset of clients still prefers paper and finds scanning/uploading painful
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Workflow & navigation
- Difficulty moving items between lines or correcting mis‑uploads
- Some confusion about how to mark items/sections as “done”
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Navigation between requests could be smoother in a few cases
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Notifications & alerts
- Several clients complain about excessive reminder emails
- Others want more alerts (e.g., when clients upload or respond)
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Net insight: notification controls exist but are under‑used or not obvious
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Access to prior years & history
- Desire for easier access to prior‑year engagements and rolled‑forward data
- Occasional dependency on firms to “open” historical data for clients
From a Spendbase discount and optimization angle, our takeaway is:
- AuditDashboard is widely adopted and sticky once in use, which justifies investment.
- Hidden costs come from:
- Training gaps and client confusion
- Time lost managing notifications and re‑work due to mis‑uploads
- When negotiating or sizing licenses, it’s worth:
- Budgeting for a short enablement phase
- Pushing for clear admin controls, training resources, and strong support SLAs to reduce these soft costs.
See how much you can save on your stack
FAQ
1. Does AuditDashboard offer any discounts for new customers?
Yes, we provide special discounts for new customers. Please contact our sales team for current offers.
2. Are there volume discounts available for multiple licenses?
Absolutely, we offer volume discounts for bulk license purchases. Reach out to our sales team for detailed pricing.
3. Is there a free trial available for AuditDashboard?
Yes, we offer a free trial so you can experience our features before committing.
4. Do you offer discounts for non-profit organizations?
Yes, we provide special pricing for non-profits. Please contact us to discuss your needs.
5. Are there any seasonal promotions or discounts?
We occasionally run seasonal promotions. Stay updated by subscribing to our newsletter.
6. Can I get a discount for referring other businesses?
Yes, we have a referral program that rewards you for bringing in new clients. Contact us for more details.
7. Do you offer discounts for long-term commitments?
Yes, we offer discounts for annual subscriptions. Contact our sales team for more information.
8. Is there a discount for educational institutions?
Yes, we offer special pricing for educational institutions. Please reach out to discuss your requirements.
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