Is your client data delivered incomplete and fragmented?
End this now with ctrl PBCL. 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 in a structured and save way.
Received your document?! In a heartbeat.
Stop 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 ensures an easy and safe process for requesting your client data. This is the core of our solution and it is why many financial service providers trust our solution and enjoy working with PBCL.”