When one leading national accounting and tax firm continued to grow, they began their search for additional support. Their challenge was in knowing that the most time consuming tasks are often very difficult to automate - such as PBC lists.
Also known as Provided by Client (PBC) lists, a PBC is a request of information and supporting documents that will be needed to complete your audit engagement. With every client and engagement having their own nuances, managing the PBC request list can require a large portion of a firm’s time.
If your firm is seeking for ways to manage client lists outside of Excel spreadsheets and email, then download this free case study now.