For audit firms

The PBC list went out three weeks ago and half the evidence still isn't in.

Prepared-by-client requests, evidence chasing, workpapers waiting on responses. Client responsiveness sets your timeline, so we automate the requests and the follow-ups and give you a live view of what is outstanding.

Start with Clarity See how it works

We work with accounting, bookkeeping, and tax firms and nothing else.

What we build for audit firms.

PBC list requests that chase themselves

The prepared-by-client list issued and followed up automatically per engagement, chasing outstanding items until they arrive.

Evidence collection tracking

A live status view of every evidence request, by engagement and by item, so the team knows exactly what is still outstanding without asking around.

Workpaper readiness

Client responses routed into your existing storage and structure, so workpapers are not held up waiting for someone to file what came in.

Client responsiveness, managed

Reminders that keep the client moving on a schedule, in your firm's voice, so responsiveness stops being the thing that quietly slips your timeline.

The stack it plugs into.

We build around the tools and storage your audit work already runs on, through official integrations. No new platform, nothing new to learn.

Karbon
Google Workspace
Microsoft 365
Box

Map, build, run.

Map
We audit how work moves through your firm and where the hours go, costed against your own staff rates. You get a prioritized roadmap: what to build first, what it saves, what it costs. Delivered in 5 business days or it's free.
Build
Fixed scope, fixed price, fixed ship date, agreed in writing before anyone starts. Built and tested inside your existing stack. Training and documentation included. Nobody learns a new platform.
Run
Your automations monitored, maintained, and extended every month, so software updates and integration changes never become your problem. Or take the documentation and run it yourself. Both are fine.

The guarantee

We baseline your document turnaround before we start. If it hasn't measurably dropped 30 days after go-live, the full setup fee comes back to you.

Audit FAQ

Audit firms, answered.

Yes. Each engagement gets its own request list and cadence, and the tracking is per item so you always know what is outstanding on which job.

In your existing storage and structure. We route responses to where your team expects to find them rather than into a platform of ours.

Access is scoped to what the build needs and revoked when it's done, through official, permissioned integrations. We sign your NDA and data processing agreement.

Start with Clarity.

A paid audit of your evidence-collection workflow, delivered in 5 business days or it's free, and credited against your first build. You get a map of where the hours go and a costed plan to get them back.

Start with Clarity Or send us a note