Document Request & Collection Software, Modernized

Keep workflows moving forward and cut phone time down by 75%. Give your clients the convenient, online experience they expect while making your staff more efficient.

Book a demo Watch Demo

Document Request & Collection Software, Modernized

Streamlining and automating is as simple as:

Say Goodbye to Time-Consuming, Frustrating Document Collection Processes

Designed to eliminate the annoying, repetitive tasks of collecting supporting documents – which often looks like playing phone tag, rifling through heaps of paperwork, or trying to keep track of way too many emails – SmartVault Request Docs makes the process simple for all.

Customize Request Lists

Quickly create lists or use pre-built templates and send them to clients, whether one or 1,000, with the click of a mouse. Use checklists for engagement and client types, ensuring all necessary documents are collected and processed efficiently.

Maintain Full Visibility

See the progress status – such as who is still working on uploading versus who has submitted everything – in one dashboard. Review uploads, mark as done, and send reminders quickly. You’ll also receive a notification when a client submits their documents.

Make it Easier for Clients

A custom portal makes it super simple for your clients to work with you, wherever and whenever. Clients securely upload documents, ask questions, and more – 100% online and protected with bank-grade security.

Get Your Time Back

Submitted files are automatically saved in the correct client folder, and a notification will alert you when all files are submitted. No more messy folders or human errors – maintain consistent organization across all folders and clients.

Frequently Asked Questions

What is a provided by client (PBC) checklist?

A provided by client (PBC) checklist, also known as a document request list, is a customized list of documents and information that needs to be collected from a client for a specific engagement or project. It serves as a guide to ensure that all necessary documents are gathered in an organized manner, streamlining the document collection process for accounting firms.

What is the difference between PBC and IPE?

PBC (Provided by Client) refers to the documents and information that the client needs to provide to the accounting firm. IPE (Information Provided by the Entity), on the other hand, refers to the documents and information that the accounting firm obtains directly from the client’s organization or other sources, without the client’s direct involvement.

How to create a PBC request list?

Creating a PBC request list in SmartVault is straightforward. You can either use pre-built templates or create a custom list tailored to your specific engagement or client type. Simply navigate to the Request Docs feature, select the relevant client or engagement, and add the required documents to the list. You can then send this customized request list to your client (or multiple) with a single click.

What is an example of a PBC request list for accounting clients?

An example of a PBC request list for tax clients could include:

Previous year’s tax returns
W-2 forms
1099 forms
Investment income statements
Mortgage interest statements
Charitable donation receipts
Business income and expense records
Rental property income and expense records
Any additional supporting documents relevant to the client’s tax situation

For bookkeeping clients, a PBC request list may include:

Bank statements
Credit card statements
Invoices
Receipts
Payroll records
Loan documents
Asset purchase records
Any other financial records relevant to the client’s bookkeeping needs

The key is to customize the PBC request list according to the specific engagement type and the client’s unique circumstances to ensure a comprehensive and efficient document collection process.

What Our Customers Say

Before using SmartVault, my clients would email me their documents individually or in zip folders that I'd have to download and organize myself. With SmartVault's client portal, my clients can upload documents directly into designated folders. This has saved me countless hours of administrative work and given my clients an easy, secure way to submit their paperwork to me.

Amanda Leddington A.H. Financial Management Services

We are 95% paperless. Phone time is down 75% because we've trained clients to access their info directly from SmartVault.

Jason Gabriel Owner Gabriel, Gibbs and Associates LLC

We're now 100% paperless, working 100% in the cloud! SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.

Robert Paolini Paolini Financial Group, LLC