TeamMate+
Audit management software
- Features
- Ease of use
- Ease of management
- Quality of support
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- Professional services (engineering, legal, consulting, etc.)
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- Public sector and nonprofit organizations
What is TeamMate+
TeamMate+ is an audit management platform used to plan, execute, document, and report internal audit and assurance work. It supports audit teams with workflows for risk assessment, audit planning, workpapers, issue tracking, and reporting across multiple audits and entities. The product is commonly used by internal audit functions in mid-sized to large organizations that need standardized methodologies and centralized audit documentation. It is typically deployed as a cloud solution and is part of the TeamMate suite under Wolters Kluwer.
End-to-end audit workflow coverage
TeamMate+ supports core internal audit processes from annual planning and scoping through fieldwork, review, issue management, and reporting. This reduces reliance on spreadsheets and shared drives for workpaper management and audit status tracking. Standardized templates and workflows help teams apply consistent audit methodology across engagements. Centralized engagement records also support repeatability and audit trail requirements.
Strong workpaper and review controls
The platform provides structured workpapers, sign-offs, and review steps that align with common internal audit quality practices. Role-based access and engagement-level permissions help control who can view or edit audit documentation. Versioning and review notes support iterative fieldwork and supervisory review. These controls are useful for teams that need defensible documentation for internal and external stakeholders.
Enterprise reporting and visibility
TeamMate+ consolidates audit plans, engagement progress, and issues in a single system to support management reporting. Dashboards and reporting outputs help audit leaders monitor coverage, cycle times, and open findings across the audit universe. Centralized issue tracking supports follow-up and remediation status reporting. This is particularly relevant for organizations managing multiple audit teams or geographies.
Implementation and administration effort
Configuring audit methodologies, templates, permissions, and reporting often requires dedicated administration and upfront design work. Organizations may need internal expertise or partner support to align the system with their audit standards. Changes to workflows and data structures can require governance to avoid inconsistent usage. This can be heavier than lighter-weight workflow tools used for simple checklists.
Learning curve for occasional users
The interface and audit concepts (engagements, workpapers, reviews, issues) can be complex for infrequent users or stakeholders outside internal audit. Training is typically needed for auditors to use the system efficiently and consistently. Occasional contributors may prefer simpler task-based experiences for providing evidence or updates. Adoption can vary if the organization does not standardize processes.
Integrations vary by environment
Integration needs (GRC systems, ERM, ticketing, document repositories, and identity providers) can require additional configuration and may depend on the organization’s deployment and licensing. Data migration from legacy audit tools or spreadsheets can be time-consuming and requires mapping and validation. Reporting requirements may also drive additional data modeling or export processes. Buyers should validate required connectors and APIs for their specific stack.
Seller details
Wolters Kluwer N.V.
Alphen aan den Rijn, Netherlands
1836
Public
https://www.wolterskluwer.com/
https://x.com/Wolters_Kluwer
https://www.linkedin.com/company/wolters-kluwer/
