Use Cases
Audit support and PBC document collection
Audit and inquiry responses live or die on document completeness. A provided-by-client list sent over email turns into version confusion, missing exhibits, and staff rebuilding folders at midnight.
Infile converts PBC lists into tracked checklists with deadlines, secure uploads, and exportable packages - so reviewers open a complete binder, not a thread of forwards.
Especially valuable for firms supporting multiple concurrent inquiries across personal and business clients.
70%
faster PBC package assembly
Zero
lost attachments vs. email threads
1
organized export per engagement
Built for CPAs, audit teams, and firms supporting IRS or state inquiries
How the workflow runs
- 1
Build the PBC template
Map each requested item to a checklist field - bank statements by month, invoices over threshold, payroll registers, and supporting memos.
- 2
Set firm deadlines
Align client due dates with internal review buffers before the regulatory response date.
- 3
Track exceptions
Request clarifications inline when uploads are incomplete or mislabeled.
- 4
Export the response package
Deliver a structured ZIP with naming conventions your reviewers expect.
Structuring PBC lists clients can follow
Clients respond better when each PBC item is explicit - date range, account, and file format - not a paragraph buried in a PDF letter.
Security for sensitive inquiries
Secure links, encrypted storage, and role-based firm access keep inquiry documents controlled - with an audit trail of submissions.
Frequently asked questions
Answers to common questions about this topic.