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Client PBC Lists

The Prepared by Client (PBC) tab within each audit engagement manages the document request process between your firm and the client. It integrates directly with the Client Portal so clients can upload documents against specific line items.

How PBC Works​

  1. Create requests — From the engagement's PBC tab, add PBC line items. AtlasOS auto-seeds a standard PBC template on engagement creation.
  2. Send to client — PBC requests appear as a checklist in the client's portal.
  3. Client uploads — Clients log into the portal and upload files against each request item. The status changes from Requested to Provided.
  4. Team notification — Your team is notified via the Smart Inbox when items are uploaded.
  5. Review and accept — Mark items as Accepted or Request Revision.

PBC Statuses​

StatusDescription
RequestedItem created, awaiting client upload
ProvidedClient has uploaded the document
AcceptedFirm has reviewed and accepted the document
Revision RequestedDocument uploaded but not acceptable — client needs to re-submit

PBC Item Fields​

FieldDescription
Item DescriptionWhat document or data is requested
CategoryGrouping (e.g. "Financial", "Tax", "Legal", "HR")
Due DateWhen the item is needed
PriorityHigh, Medium, Low
NotesAdditional instructions for the client

KPIs on Engagement Dashboard​

PBC status is surfaced on the engagement list view:

  • pbc_outstanding_count — Number of items where the client has not yet uploaded — shown as 🕐 X PBC outstanding badge

Portal Integration​

Clients see a clean checklist in their portal:

  • Each item shows the description, category, and due date
  • Upload button per item with drag-and-drop support
  • Status indicators showing what's been submitted and what's still outstanding
  • No access to other engagement data — PBC items are scoped to the portal