This Excel template helps you keep track of all the PBC (prepared by client) requests that you need to manage. Generally these are audit requests, but they could be for tax engagements or anyone else where you need to manage a list of requests and collaborate with team members.
It lets you define owners, the internal file path/name used, the file name/path shared externally, categories, and requested, provided, and due dates. It lets you automatically send emails through Outlook to the assignees, including an initial request and updates.
Benefits: Ensure completeness, track status, categories, and other details, and easily share assignments with your team (via automated emails).
Check out the screenshot below to see what the instruction sheet and listing look like.
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