PBC list
The client sees per item what is still missing and delivers in their own portal.
ACCOUNTANCY
Complete every year, without chasing.
Send your client a PBC list, see at once what has arrived and request the same documents again next year with one click.
WHAT YOU GET
Set up for your practice.
Choose the file type and the dataroom is ready with the right structure, request lists and modules. Security, two-factor sign-in and the audit trail always apply.
Annual accounts
A file with AML identification and a fixed structure.
Tax return documents
Collect the documents for the return in one place.
Recurring requests
Yearly request lists that are ready again on their own.
Review per item
Approve, reject with a reason or request again.
Audit trail and proof
Who delivered what and when, with an upload receipt per file.
Deliberately not included: No integration with accounting software, SBR or the Dutch tax authority.
FREQUENTLY ASKED QUESTIONS
Good to know.
Does it work with my accounting software?
There is no direct integration. You can build your own connections with the API.
Can I reuse the PBC list every year?
Yes. Recurring requests put the list ready for your client again periodically.
Does my client see only their own file?
Yes. Permissions apply per dataroom, group and document.
SEE FOR YOURSELF
Start for free,
no credit card.
Then continue for free with one dataroom, or choose the plan that fits your firm.
Start for free