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The four most common myths about PBC request list management

Nov 30, 2020 10:51:20 AM | Download eBook


Every culture or group has its own set of myths. Accounting and audits are no different.

Some myths are good; they help bring people together and distill complex concepts into relatable terms. And some myths aren’t as good; they reinforce ideas that keep us from progressing. This second group of myths are what we’ll explore in this ebook. 

Download the ebook to discover the four most common myths firms and accountants believe about PBC request list management, and more importantly, how you can turn them from challenges that hold your firm back into a streamlined process that sets you apart from the competition.

Here's a sneak peak at the top four myths:

  • We understand how much time document management takes and it doesn't cost that much
  • We're using a secure portal, so I know my clients' information is safe
  • We're pretty good at communication, and if we do miscommunicate with clients, it's not a big deal
  • PBC request lists are hard to manage and time-consuming and that's just the world we live in