Circit | PBC Request List Management - Seamless Team & Client Collaboration

Collaborate & Connect

Improving the clients’ experience

Circit brings together everything you need to manage client communications and PBC request lists all in a single platform.

Central Source

Centralise your view of communication between clients and audit staff, removing inbox clutter and file errors caused by multiple teams in multiple locations.

Instant Insights

Get instant visibility across your client portfolio on the status and progress of every client engagement, and see where action is required.

Standardise & Automate

Automate request lists with built-in templates for every type of client, ensuring staff communicate with clients professionally and in line with your firm’s methodology.

Clear Visibility

Give your clients a complete roadmap of every document required and every request to action with clear timelines for delivery.

Powerful Reporting

Track and analyse client response times against deadlines for close-out meetings, and see where time has been invested by your team for future improvements.

Central Source

Centralise your view of communication between clients and audit staff, removing inbox clutter and file errors caused by multiple teams in multiple locations.

Instant Insights

Get instant visibility across your client portfolio on the status and progress of every client engagement, and see where action is required.

Standardise & Automate

Automate request lists with built-in templates for every type of client, ensuring staff communicate with clients professionally and in line with your firm’s methodology.

Clear Visibility

Give your clients a complete roadmap of every document
required and every request to action with clear timelines for delivery.

Powerful Reporting

Track and analyse client response times against deadlines for close-out meetings, and see where time has been invested by your team for future improvements.

Delivering Real Value

Exceed client expectations and Drive Efficiencies

Circit’s powerful insights and reporting into every aspect of the engagement at a client entity level and across your entire firm lets you see where client value can be enhanced and improvements made.

Reduce overruns with timely insights
into where time is being spent

Eliminate ambiguity in closeout meetings
with detailed reports

Improve client collaboration with a tech
savvy way to work

Back and forth with clients is currently a “black hole” of interactions. Circit streamlines the process and gives you new insights and learning to create time savings each year.

Remove reliance on spreadsheet trackers

Download a client insights report to review where time was lost and deadlines not met

Save time with year-on-year automatic
roll forward of request lists

Anywhere, on any device

Get visibility on all client engagements in one place

A central platform for collaboration with every client, across the entire firm. Circit gives instant insight into the performance of all clients and audit teams. Here’s how it works:

Simply select the PBC request list tailored for the client or roll forward
automatically from the prior year.

Grant web-based access for clients easily with branded emails and
instructional videos.

Upload requested information and communicate via in-app messaging in a security-focused digital platform.

Automatically track progress with real-time dashboards and get a full audit trail of the end-to-end engagement.

TRUSTED BY FUNDS PROVIDER ACROSS THE GLOBE

Here is what our clients have to say:

‘’Our teams saved up to 4 hours per client, and turnaround times on confirmations are down 80%.’’

Gavin Smyth

BDO

“The new procedure has generated a qualitative and quantitative change due to both internal improvements and the delivery system through the Circit platform, which increases security. The use of the Circit platform has also led to cost savings in BPO."

Miguel Ángel López de León Domínguez

Responsible for confirmation process at Bankinter

"Managing the relationship with our auditors across multiple entities can be a major administrative burden. Circit has completely streamlined many of the most painful processes, and it is simple for my team to use."

Sam Sengupta

Director of Operations for UK & Ireland

"Circit has enabled us to transform the audit confirmation process right across our business. Simple and easy to use it gives us a central location from which we can manage all requests to all providers for all our clients. For us it is significantly improving request turnaround times, automating the client authorization process and providing us with the independent audit evidence needed."

Associate Director

Angela Chorlton

"The Circit Platform has transformed this area of our audit engagements with clients and counter-parties. Confirming balances and arrangements directly with banks and solicitors is now a seamless process, all within one system."

Kevin Foley Partner

Audit and Assurance

"AIB continues to look for ways to make our customers’ lives easier through digital transformation. We’re proud to work with Circit to enable our business customers to securely authorise audit confirmation requests. Through the time and paper savings that this will create, we’re delighted to provide a more sustainable and efficient way of processing of audits for our customers.” ‍

Peter Vance

Head of Customer Services

"We’re using the Circit platform for all our requests now, and I’m really pleased with how it's working out – the ability to get electronic authorities has been particularly useful given the current circumstances and I love having everything in one place."

Samantha Day

Audit Manager

“Given the highly confidential nature of the industry, reliance on Circit was an excellent investment and it provides us with a competitive edge in the market of audit services.”

Vladimir Kolmakov

Managing Partner

FRICTIONLESS SECURITY

Security and compliance at the core

INTERNATIONAL STANDARDS

Circit’s platform meets the highest international security certification ensuring confidentiality and file integrity. All content is encrypted in transit and at rest with world-class encryption and key management techniques along with a one-time AES-256 symmetric key.

Our focus on security protects your clients’ highly sensitive data in the most robust way.

LICENSED & CERTIFIED

Request a demo

See what Circit can do for your firm

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