Small audit firms lack an efficient way to collect and track PBC (Provided by Client) items from clients.

Existing general file sharing or email methods do not provide structured tracking, request status, and audit-specific workflows for PBC item collection.

Severity

3Medium

Willingness to Pay

implied

Added

Jul 20, 2026

App Concept

AuditPBC Pro

A client portal designed for audit firms to securely request, collect, and track PBC items. It offers automated reminders, real-time status dashboards, and integrates with audit software to streamline evidence gathering.

Key Features

Customizable PBC request lists with due dates and auto-reminders
Secure client portal for file upload with real-time status tracking
Audit-specific workflow: request → uploaded → reviewed → approved/rejected
Integration with popular audit software (e.g., CaseWare, TeamMate) for seamless documentation

Target Users: Audit teams in small to mid-sized CPA firms

Revenue Model: $49/mo per audit team, with tiered pricing based on number of concurrent engagements

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