Accounting, Tax & Bookkeeping// topic
Client document intake, chasing and portals
In short
How a firm actually gets records out of clients: secure upload, request lists, automated chasing, and a status view the whole engagement team can trust.
3 pages
definitions
- Professional clearance: the letter, and the records that have to moveThe clearance letter asks one question and takes 10 minutes. The data handover behind it decides whether the incoming firm can open a period, and it is where a change of accountant actually fails.definition6 min
- The prepared-by-client list is a data structure, not a spreadsheetPBC stands for prepared by client. The useful definition is structural: a list of request items, each carrying nine fields, one of which is a state machine.definition6 min
- What a client due-diligence record has to contain before work startsDue diligence is usually written about as a compliance narrative. The deliverable is a record: 10 fields, each with evidence attached, a refresh clock and a named approver.definition6 min
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