Prepared by client · Accountants
PBC list software that chases for you
A PBC list only works when someone polices it. DocLoop turns your prepared-by-client list into a living checklist: each item shows requested, received, reviewed or rejected, and your client uploads straight onto the line item from a private link — no account needed.
When items sit outstanding, polite automated email reminders go out before the due date and keep following up until the list closes. You stop being the person who asks twice.
Your library becomes every engagement's checklist
Save each document you routinely request — trial balance, bank statements, prior-year return, payroll summaries — once. Tick them onto any engagement and the PBC list builds itself. Recurring engagements reopen the same list next period.
Rejections loop back automatically
Reject an upload with a note (“December statement missing”) and the item flips back to needs-resubmit on the client's page. Every version is kept, so nothing disappears.
Export an audit-ready record
One click exports the full checklist to CSV — statuses, timestamps, reminder counts, file names — the compliance trail reviewers ask for, included on the free plan.
Frequently asked questions
- What is a PBC list?
- “Prepared by client” lists enumerate the documents an accountant needs before work can start. DocLoop digitises the list so every item is tracked from request to review, with automated reminders in between.
- Do my clients need to create an account?
- No. Each client gets one private upload link covering all their engagements. They see what's outstanding and upload files directly — no passwords, no app.
- How much does PBC list software cost here?
- The free plan includes up to 3 active clients with every feature. Solo is $9/month flat for unlimited clients — there are no per-user or per-document fees.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.