Stop chasing K-1s and bank statements. Stop keying data from the documents that finally show up. PBCFlow handles the collection and the processing.
Free during early access. No credit card required.
| Request Item | Status | Extracted Data |
|---|---|---|
| K-1 (Partnership) | Extracted | Ordinary income: $142,800 · Net rental: ($8,200) |
| Q4 Bank Statement — Chase | Extracted | Ending balance: $847,293.41 · 312 transactions |
| Payroll Summary — Dec 2025 | Received | Processing... |
| Fixed Asset Schedule | Reminder sent | — |
| Accounts Receivable Aging | Outstanding | — |
Emailing clients. Following up. Following up again. Checking shared drives. Wondering if the K-1 they uploaded is actually a K-1. The average firm spends 18–30 days collecting documents before real work begins.
Documents land in a folder. Then someone opens each one, checks it against the request list, and manually keys the data into your system. Collection tools stop at the folder. You don't.
One engagement is manageable. Eighty concurrent engagements from January to April is not. Every client is on a different timeline, every email thread is a different stage, and your staff is drowning in follow-ups instead of doing audit work.
Create a request list from audit, tax, or advisory templates — or import from Excel. Send your client a branded portal link. No login required on their end.
Clients drag and drop files from any device. Real-time tracking shows what's been received and what's still outstanding. Automated reminders go out on your schedule.
Uploaded documents are classified, matched to the right request item, and extracted into structured data. K-1 income figures, bank balances, payroll totals — ready before you open the file.
Pre-built PBC request lists for common engagement types: annual audits, 1040/1120 returns, 1099 compilations, advisory work. Clone and customize for each client.
Send a secure link. Clients upload from any device, any browser. No app download, no portal account, no "I can't find my password" emails from your client's controller.
AI identifies what was uploaded — K-1, payroll summary, bank statement, 1099 — and matches it to the correct line on your request list. No manual sorting.
Key figures are extracted the moment a document lands. Partnership income from K-1s, ending balances from bank statements, gross wages from payroll reports. Scanned and handwritten documents included.
Customizable email sequences that show the client exactly what's still missing. Reminders go out on your schedule with your firm's branding. Clients see a progress bar, not a wall of text.
iPhone photos of W-2s. Multi-page scanned PDFs. Password-protected bank exports. Your clients don't send clean files — PBCFlow processes them anyway.
AES-256 encryption for stored data. TLS 1.3 for everything in motion.
Built on SOC 2 Type II certified infrastructure. Pursuing our own certification.
Set retention periods by engagement type. Client data is purged automatically on schedule.
Control who sees what — by engagement, by client, by document. Staff see only what they're assigned to.
We're onboarding a small group of CPA and audit firms during early access. Request a spot and we'll schedule a 15-minute walkthrough of your workflow.
Free during early access · No credit card · 15-min walkthrough included
We'll email you within one business day to schedule a walkthrough.