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Auditor waiting for PBC Requests

What Is a PBC Request List or PBC List?

What Is a PBC Request List or PBC List?

A thoughtfully developed PBC list is like a project plan. It details the list of supporting information and documentation "prepared by a client" that professionals need to gather to perform their review. Professionals and their clients can also use a PBC Request List to...

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Why Don't You Manage Your Interruptions Better?

Why Don't You Manage Your Interruptions Better?

How many times have you said or thought, “I can’t get my work done because of all the interruptions!”? They are a curse to your concentration and...

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Auditor reviews PBC Request List during client meeting

Is AuditDashboard a Client Portal?

Is AuditDashboard a Client Portal?

AuditDashboard's digital client experience facilitates secure communication, year-round file-sharing, automated workflow, a simplified PBC request process, built-in e-signature capability, and transparent project management from beginning to end.

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Happy Accounting Professional

What Sparks Joy for You at Work?

What Sparks Joy for You at Work?

To reduce waste and spark joy, Dave suggests utilizing the DOWNTIME model from Lean Six Sigma. When you reduce waste in a process, you can improve your team and client's experience. When we improve the overall experience, finding joy in our professional lives becomes far easier.

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