A “Provided by Client” list or PBC List,  lists documents that 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 or the audit team to complete the annual audit. In a no-bid government contract, a PBC list is required by regulation.

Now that the audit process has begun, it’s time for you to send one to your new client, and you need some assistance with their list of audit requests.

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Vendor onboarding can be quite a task at times. With all the options of who you choose to work with, gathering that information can be difficult to organize. Our software can help decrease lost or hard-to-find information, making it easily available to whoever it needs to be shared with.

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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 client 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 of your law practice or accounting firm for example, then it may not be the best option for your business.

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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.

As accountants and bookkeepers, you understand the importance of having a well-planned tax return checklist for clients. Every year thousands of people are at risk of facing hefty penalties from HM Revenue & Customs if they do not comply with stringent regulations.

As such, it is vitally important that you have in place an up-to-date, comprehensive checklist, one thing that’s important for running things smoothly: is a checklist of tax preparation documents to ensure your clients are filing accurate returns on time while avoiding costly misunderstandings or errors. This way, your clients know what they need to send or bring in.

That’s why you must 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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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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File requests are a popular feature in OneDrive that provides you with a simple way to collect audio, video, presentations, and documents from anyone within your organization 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 this feature, with answers.

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Anti-money laundering regulations (AML) are a raft of regulations designed to detect, deter and disrupt criminal activity. Know Your Customer checklists are part of AML and are specifically designed to help with customer identification and screening.

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File Request Pro is an easy-to-use alternative to Fileinvite for collecting and dynamically organizing files and content.
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First of all, what is a form builder and why do I need to use one? Users can construct unique forms for their websites using a top forms builder. Online form builder software is becoming easier, quicker, and more accessible on web development platforms.

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 categorized as ‘lightweight’ software. It seeks to work with your existing tools rather than replace them.

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File Request Pro is lightweight data collection software that you can use to collect videos, images, GPS coordinates, 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.

Continue reading “Simple and Flexible Data Collection Software (For Electronic Files)”