G2 Vendor Directory

Onvio Firm Management vs. AuditDashboard

A side-by-side comparison based on G2 review data.

MetricOnvio Firm Management

by Thomson Reuters

AuditDashboard

by AuditDashboard

Overall rating3.74.8
Review count1434
Ease of use7.99.5
Ease of setup7.49.7
Quality of support7.79.6
Meets requirements8.49.4
NPS21.42857194.117647
Small Business53.8%52.9%
Mid-Market23.1%47.1%
Enterprise23.1%0.0%
Total page views160347
Total LLM citations501910

Onvio Firm Management

Onvio Firm Management is a comprehensive cloud-native solution that helps tax and accounting professionals collect, share, and store documents, track time and billing, save time with trial balance tools, manage projects, and stay synchronized with colleagues and clients, on a single, universally accessible integrated platform. An intuitive interface provides users with a consistent and familiar experience with clients using multi-factor authentication and other security protocols. Plus, all data is encrypted whether in transit or stored.

Pros

  • Secure Document Sharing
  • Task Management
  • Tax Management
  • Ease of Use

AuditDashboard

AuditDashboard is the client experience and collaboration platform that helps accounting firms and their clients manage how information is exchanged during tax, audit, review, and cybersecurity engagements. The software solution automates engagement coordination, document management, and request tracking in a single workspace, replacing the fragmented mix of email threads, spreadsheet trackers, and disconnected systems that firms have traditionally relied on to coordinate assurance, tax, and advisory work.

Pros

  • Ease of Use
  • Functionality
  • Customer Support
  • Efficiency
  • Integrations
  • Efficiency Improvement