Audit PBC Request List Tracker
Build the PBC list from a template, assign each item to a client contact with a due date, collect uploads against the item, show what is outstanding to both sides, and roll the list forward next year.
- Target market
- Small CPA firms doing audits and reviews for nonprofits and private companies, and the controllers on the other side.
Problem snapshot
What this solves
Small audit and review engagements run on a provided-by-client spreadsheet emailed back and forth, so items go missing, versions conflict and fieldwork slips.
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