Efficient, structured and secure
The professional way to request documents from your client
Say goodbye to emails with oversized attachments, late submissions, lack of clarity, and spreadsheets for tracking lists.
For onboarding, WWFT, compilation and audit engagements.
User Interface available in English and Dutch.
Join over 3.000 professionals:
Full control over your document submission process
Gathering information and documents from clients can be quite a hectic task in many offices. Different team members might email clients for the same project, and documents can arrive at varying times through multiple channels. It's tough for anyone to keep track of whether everything is accurate and on schedule.
YouProvide is the online tool for organizing requests of PBC lists (PBCL or Provide by Client) and any other documents and information office workers need from clients.
Specify
Create customer-specific PBC lists using provided or office-specific templates.
Plan
Set the desired deadline for each category or item, and let YouProvide kindly remind your clients.
Share
Share your PBCL through e-mail, inviting your client to log in using safe MFA technology.
Upload
Your clients can easily upload the necessary files by simply dragging and dropping them.
Comments
Clients and office staff can add comments to each item to ask, inform or clarify.
Dashboard
Keep track of how your requests are proceeding for each customer, list, or item.
For teams needing a safe and efficient way to request documents
YouProvide is for auditors, accountants, notaries, lawyers, and other service organizations who want a simple, structured and secure way to request documents from their clients.
Save time and win ease of use?
Over the past year, many offices and thousands of users have once again shown that YouProvide helps them gather the necessary documents from their clients more quickly, clearly, and efficiently.
Firms
Firm staff
PBC lists
Uploads
What our users say about YouProvide
"YouProvide makes it super easy to boost the efficiency of the delivery process. We've got more structure now and much better communication with our customers!"
"YouProvide lets us easily and securely exchange documents with our partners. It's super efficient because we can keep a great track of delivery statuses!"
"Thanks to YouProvide, we're enhancing our service to customers and making the control process more efficient. We offer an organized way to submit documents. Plus, we can keep track of progress and meet the highest security and privacy standards."
"YouProvide helps us request documents from our clients in a standardized and secure way. This makes the submission process more efficient and enhances our collaboration with the client."