Structured
- Gather all the necessary documents into categorized PBC lists, organized by client and by each client's entity.
- Use the standard audit template provided or feel free to create your own for different types of projects.
- Customize templates for each client and take advantage of the rollover feature for future projects.
- Have your client assign colleagues to sections or items on the list for added focus and security.
User friendly
- The web app is accessible everywhere without needing installation.
- You can choose to log in as a customer or use a secure weblink.
- Request documents with explanations and a comments thread.
- Get automatic notifications when deadlines are approaching or exceeded.
Secure
- Storage in a securely protected cloud
- Keep track of every change made to an item
- Team members can only access their assigned list items
- Documents can only be downloaded by authorized users
- Certified with ISAE 3000 standards
What our users say
It's no wonder YouProvide is already being used by over 50 firms. Discover their positive experiences and say goodbye to the hassle of managing PBC lists in spreadsheets.
YouProvide makes the delivery process more efficient in a simple and accessible way. We've got more structure and better communication with our customers.
Jack van Crooij MSc CISA
YouProvide gives us the chance to quickly and safely share documents with our partners. It's super efficient because we can easily keep track of the delivery status.
Alfa Registeraccountants
Thanks to YouProvide, we're able to enhance our service to customers and make our control process more efficient. We offer a structured way to submit documents. Plus, we can keep track of progress while meeting the highest security and privacy standards.
Drs. Wilbert Snoei RA
YouProvide helps us request documents from our clients in a standardized and secure way. This boosts the efficiency of our submission process and enhances our collaboration with clients.
Daniël de Groot MSc RA
