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.
- Clients receive a notification about when and what they have to deliver
- You can easily track which documents have already been provided and what is missing
- You receive notifications about upcoming deadlines and missing information
- The dashboard gives you an overview of deadlines and the overall progress
- The communication module enables you to interact with your client
- 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
Communication module
Advanced export functionalities
Links with own file application
Look and feel in your corporate identity
User and rights management
Single Sign On and Multi Factor Authentication
API support
Smart interactions between questionnaires
“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
