With YouProvide, the accountant can exchange files with clients quickly and securely in a structured manner (in the right order) and at the right time. The accountant can request files on the basis of a standard or a customer-specific questionnaire. These are collected in the correct order and stored according to the GDPR regulations.
Delivery and monitoring
Requesting files from YouProvide is done by questionnaires, also known as a Provided by Client (PBC) list. These questionnaires can be based on standardized templates, on the control assignment of the previous season or very specific to the relevant assignment. This could include a deed with the client's signature, the permanent documents or the annual accounts documents.
When the PBC list has been sent to the customer, he will be notified by e-mail. The customer opens the questionnaire from this notification. If required by the accountant, the customer must log in. He then drags the documents to the secure environment and sends the request to the accountant.
In the reporting module of YouProvide you can see whether all files have been delivered. The accountant can add comments, return files and request missing documents at the touch of a button. In this way, the accountant and his colleagues always have access to the latest files and the associated communication.