Track every PBC request. Supports file themselves.
PBC Tracker reads the supports your clients email or upload, files each one against the right request in your PBC list, and shows you exactly what is still outstanding — so you spend fieldwork auditing, not chasing.
From PBC list to evidence pack in three steps
No new habits for your client. They reply to your request email or use a private upload link, and the tracker does the filing.
Import your PBC list
Upload the Excel or CSV you already send clients. Map its columns once; every row becomes a tracked request with an ID.
Clients email or upload supports
From Outlook or Gmail, or through a private link. The tracker reads only mail from your clients' domains.
Requests mark themselves received
Each support is matched to its request and filed. You review anything uncertain, then accept.
Built around how audit fieldwork actually runs
Everything a single auditor needs to run PBC collection across several clients at once.
Email intake from Outlook and Gmail
Connect Microsoft 365 or Gmail read-only, or drop saved .eml and .msg files. Nothing in the mailbox is changed.
Auto-matching with a review queue
Request IDs in subjects, email threads and descriptions are scored transparently. Uncertain matches wait for your decision.
Client upload link
A private page per engagement listing only what is outstanding. Clients upload against each item; no sign-in needed.
Audit trail and evidence pack
Every status change is recorded with who, when and why. Export the audit trail to Excel and all supports as a ZIP.
Roll forward to next year
Start next year's engagement from this year's list in one step, with IDs and due dates moved forward.
Data stays in India
Database and evidence files are hosted in Supabase's Mumbai region. Or run it entirely on your own computer.
Client data handled the way an auditor would want
Supports are confidential working papers. The tracker is designed to collect them without widening who can see them.