YouProvide offers a large amount of functionalities to communicate safely and efficiently with the customer:
Functionalities YouProvide
During an assignment, a lot of communication takes place between client and accountant. Documents are requested, assessed and exchanged again. YouProvide structures this process:
- Prepare standardized or customized questionnaires
- Bundled sending and monitoring delivery
- Post comments and send sample files
- Approve, save and archive
Functionality
Basic
Advanced
Create customer groups
Add multiple customer entities
Standardized template PBC lists (Compilation Of Financial Statements, Interim Audit and Year-End Audit )
Create custom PBC lists
Copy PBC lists for new assignment
Import PBC lists
View sample files
Monitor deliveries by means of statuses
Post comments by accountant and customer
Logging of all changes within a list
Lijst delen met collega’s
Adjustable e-mail notifications for changes
Export of questionnaires, submissions and comments
Download documents while retaining the folder structure in accordance with the structure of the list
Workflow for follow-up and monitoring deadlines
Dashboard with indicators and real-time monitoring
Integration with the electronic file
Upon request
Upon request
Categorieën of individuele stukken binnen een PBC lijst vertrouwelijk toewijzen aan gebruikers
Verwacht Q1 2022
Thanks to YouProvide, we improve the service to our customers and the efficiency in the control process. We offer a structured way to deliver documents. In addition, we can monitor progress and meet the highest security and privacy standards ''
Drs. Wilbert Snoei RA, Director Audit and International Business at Visser en Visser
