Provided By Client (PBC) is a core part of accounting and audit engagements that require clients to provide a range of documents, such as general ledgers, contracts, bank statements, invoices and receipts, to complete jobs.

Whether this is for payroll, VAT, annual accounts, corporation tax filings or audits, accounting professionals require timely and complete access to relevant documentation.

While most firms currently leverage PBC processes, many practices could benefit from greater optimisation of efficiencies. Frustratingly, many firms still use paper audit trails and have to physically inspect files or ask for documents to be scanned. Sourcing requests piecemeal and manually via email or various repositories can create decentralised or siloed systems which can hinder collaboration and progress.

Read more on the Circit blog