Save Time and Money: Automate PBC Lists

Why Do I Need a PBC Request List Solution?

We’ve all experienced how painful managing a PBC list can be: Juggling multiple Excel and Google worksheets, sending dozens of emails back and forth with the client, collaborating with colleagues in real time but running into version control issues, and sharing your clients’ sensitive information and wondering if it’s secure. The list of challenges goes on and on.

How Can It Help Me?

Instead of focusing on your client and completing an efficient, thorough audit, you spend your time managing documents manually. A PBC request list solution helps you:

1. Create dynamic request lists — Import tried and true spreadsheets, create new lists from easy-to-use templates, and roll forward existing engagements
2. Send and receive documents securely — Drag and drop files directly onto your list and link them directly to the corresponding request
3. Track request and team engagement — Track the progress of individual requests in real-time and monitor how your team is interacting with each document and list

Why Suralink?

Suralink is the leader in PBC request list management, helping accounting firms simplify the audit process while improving the client experience. The company’s cloud-based application—built by accountants for accountants—integrates a dynamic PBC request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its industry expertise, helps more than 275 of the leading firms in North America and the UK ensure security, simplicity, transparency, and accountability throughout the audit process.