Quit playing pingpong with your clients data

Slimme oplossingen voor het gestructureerd uitvragen van klantgegevens

The solution: PBCL by ctrl. The digital heart of your accounting firm. In a heartbeat.

A structured process for requesting client data

PBCL (Prepared By Client List) is a smart and time-saving solution for requesting your client data in a structured and safe way. Furthermore, the PBCL solution is GDPR-compliant!

Received your document?! In a heartbeat.

  • null
    Clients receive a notification about when and what they have to deliver
  • null
    You can easily track which documents have already been provided and what is missing
  • null
    You receive notifications about upcoming deadlines and missing information
  • null
    The dashboard gives you an overview of deadlines and the overall progress
  • null
    The communication module enables you to interact with your client
  • null
    When you accept data, it immediately becomes available to store in the right place in your file
  • null
    GDPR-compliant

Ctrl, the digital heart of your accounting firm.

Quit playing pingpong with client data

The PBCL offers standard questionnaires for various compliance purposes such as tax returns and/or financial statements, but it can also be used for subsidies, mergers and acquisitions, interim audits or any other data. With smart interaction between the various questionnaires, the PBCL ensures that you never request too much data, or the same data, from your client. No more incomplete and fragmented delivery of client data.

PBCL functionalities

Progress monitoring and reporting

Progress monitoring and reporting

Communication module

Communication module

Advanced export functionalities

Advanced export functionalities

Links with own file applications

Links with own file application

Look and feel in your corporate identity

Look and feel in your corporate identity

User and rights management

User and rights management

Single Sign-on

Single Sign On en Multi Factor Authenticatie

API support

API support

Smart interaction between questions

Smart interactions between questionnaires

Slimme oplossingen voor het gestructureerd uitvragen van klantgegevens

“With the help of my smart PBCL solution, you can request your client’s data within a heartbeat. Even though I have no heart.”

PASCAL
Pingpong professional

PBCL brochure

Stop playing pingpong with client data.
Read more about PBCL here.

  • This field is for validation purposes and should be left unchanged.