TeamMate+ Pricing, Features, Reviews & Comparison of Alternatives

Pros
TeamMate is a great one stop shop for all things Audit. It keeps work papers very organized, has inherited segregation of duties (one person has to create a work paper, another review, another approve etc.). Its interface is very easy to navigate, and you can copy/paste/edit audit program templates to save time as well. Overall, I would say the department is very happy with it.

Cons
There were 2 major cons to TeamMate from our perspective. First, when you deleted a work paper in your procedures area, the link still stayed live in the references so it makes the references section messy and inaccurate unless you manually delete it there as well. Second, when we wanted to share our work papers with our external auditors, it makes it a bit difficult. You have to individually export all the work papers/attachments which makes it time consuming, yet we don't want to give our external auditors direct access.

Rating breakdown

Likelihood to recommend: 8/10

Pros
TeamMate allows accountability in the audit process and team and visibility through its dashboards and has a friendly user interface. TeamMate simplifies and increases productivity of the entire audit process

Cons
The reporting functionality of the application is inefficient especially if an organization requires granular and customized reports

Rating breakdown

Likelihood to recommend: 9/10

Pros
I like the feature where you can open any spreadsheet and save directly into TeamMate without having to upload file into my project again. I also love the linking of documents: ie: I can link an important email into a project file without attaching the entire document. The outlook tiny icon will take you directly to that specific email pertaining to that project.

Cons
I dislike the project dashboard that has multiple tabs to search projects in. There should only be one search bar to search for all projects in the application, versus searching in each tab until finding what you’re looking for. Also, I dislike that a file that was labeled complete for review will automatically go back to incomple or “yellow” each time you touch the file without asking if that’s what you intended to do.

Rating breakdown

Likelihood to recommend: 5/10

Pros
It's a great place to store all your workpapers and it's convenient to collaborate with other colleagues. You're able to work on/edit the same documents, leave feedback, and sign off on them.

Cons
Just small things - I encountered a lot of challenges when hyperlinking documents. Sometimes the software would just crash but my work would not be saved. I always worked offline and copied and pasted into TeamMate just to be safe.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Teammate + Audit is a great tool to keep control over your audits, as everything pertaining to the audit is in one place. The green dot system makes sure that there is no need for back and forth communication when a section is ready for review. You simply follow the green dots.

Cons
The review process can be quite cumbersome. If this could be simplified so that if you have review rights the system automatically lets you do all functions of a reviewer without having to log in and out. Besides this, the software us awesome.

Rating breakdown

Likelihood to recommend: 9/10