RequestLoops for audit firms and PBC requests
RequestLoops models the PBC (Provided By Client) request list every audit firm runs: a structured checklist of files, schedules and confirmations to collect from each engagement.
Documents we help collect
- Trial balance and general ledger
- Bank confirmations
- Accounts receivable and payable schedules
- Inventory listings
- Fixed asset register and additions
- Board minutes and contracts
PBC list as a request template
Translate your standard PBC list into a RequestLoops request template. Items can require files, e-signature or structured fields. Reuse the template per audit.
Recurring annual or interim engagements
Recurring runs spawn the same PBC request annually (or quarterly for interim reviews) — no copy-paste.
Role-based access for the audit team
Add the audit team to the org with role-based permissions. Each engagement has a clear audit trail of who requested what and when.
FAQ
- Can RequestLoops replace Suralink?
- For most small to mid-size audit firms, yes — see the Suralink comparison page for a side-by-side breakdown.
- Does RequestLoops support multiple reviewers per request?
- Yes. Team members can collaborate on the same request with role-based permissions.
- Is there an audit trail?
- Yes — every reminder, submission and update is timestamped and recorded per item.
Ready to stop chasing documents?
Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.