How to create an audit PBC request list and securely received the information

A “Provided by Client” list  or PBC List,  lists documents which will be needed to complete an audit on the client’s behalf. It serves as a checklist of what information the client is required to provide in order for the auditor to complete the audit. In a no-bid government contract, a PBC is required by regulation.

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How to create an Intake Form with Google Forms

Google forms allow you to easily create and share your forms with others and make it easy for them to provide their responses. Responses to Google Forms are stored in a spreadsheet on the Google Sheets app.

Google Forms is a great product. It’s free, easy to use and popular which makes it a good alternatively to create a simple or quick intake form but, if you need to accept attachments or file uploads and if you wish to present a more professional image to your future customers then it may not be the best option for your business.

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Accountants and Bookkeepers: Your Tax Return Checklist for Clients

Tax season is always a busy and stressful time around the office. Navigating clients can be tough as well when they don’t want to cooperate, slow down, or don’t respond sincerely.

One thing that’s important for running things smoothly: a checklist of tax preparation documents. That way, your clients know what they need to send or bring in. 

That’s why we’ve put together a tax return checklist for clients. Share this list for a quick way to remind your clients how to prepare for tax season.

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How to Create the Perfect Project Intake Process

This article will guide you on how to create a project intake form for your company. It will also provide best practices for the project intake process.

If you are looking to create a new project intake form or improve the current one, this article is perfect for you. It will provide step-by-step instructions and tips on how to create an efficient and effective project intake form that will help your company grow.

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OneDrive File Requests – How to request files with One Drive

Microsoft OneDrive file requests is a popular feature that provides you with a simple way to collect audio, video, presentations and documents from anyone within your organisation or external to it. It is an ideal way to securely collect large files without having to use file sharing software.

Here are some commonly asked questions about the OneDrive file request feature, with answers.

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Alternatives to File Request Pro

File Request Pro is part form builder, part automation tool and part file upload software. Although it has plenty of granular functionality, it is quick to set up and use. As such, it can be categorised as ‘lightweight’ software. It seeks to work with your existing tools rather than to replace them.

Here are the best alternatives to File Request Pro for the following use cases.

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Simple and flexible data collection software (for electronic files)

File Request Pro is lightweight data collection software that you can use to collect videos, images, GPS co-ordinates and spreadsheets. It is particularly useful for securely collecting and organising client data, without them needing to log in or use a specific device.

File Request Pro natively integrates with popular cloud drive platforms, so you can automate file collection and reduce errors caused by manual file wrangling.

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