Streamline Your Document Collection & Management Process
In preparation for audits, tax return preparations, loan applications, estate and exit planning, the process of putting together the required provided by client (PBC) documents often turns out to be messy and time-consuming.
In addition to an extremely tedious document collection process, a significant amount of time is lost due to inefficient communication between professionals and their clients.
Our Request List Management solution helps you streamline and automate the management of this frequently arduous procedure.
In short, RLM helps you focus your talents as a professional where you deliver value, not on the document collection effort.
Quickly and easily create or upload your request list and assign tasks to your client.
Stop wasting time searching emails, computers, and servers for project-related documents.
Quit juggling a chaotic document review and approval process.