Is your client data delivered incomplete and fragmented?

PBCL brochure

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.

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

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 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 and Multi Factor Authentication

API support

API support

Smart interaction between questions

Smart interactions between questionnaires

Marcel

“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.”

Marcel Andrea
CTO

PBCL brochure

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

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