Automate the provided-by-client chase. Alkmist sends PBC reminders, tracks collection, and escalates overdue items, so your team stops manually chasing documents and the request list moves to done.
ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries
In one line
PBC collection is where audit timelines slip: dozens of items, several client contacts, and a manual chase. Alkmist automates the reminders against a structured PBC list, screens files on arrival, escalates the overdue, and stops chasing the received, with a clean trail for the file.
PBC collection that finishes itself
Four capabilities turn a PBC list from a chase into a workflow.
Structured PBC list
One tracked list, reusable
Build the provided-by-client list once as a template, one tracked item per document, and roll it forward each engagement.
Reusable PBC templates
Owner and due date per item
Import from a spreadsheet
Automated reminders
Chasing on autopilot
Reminders go out on a behavioral schedule and overdue items escalate, so associates stop sending the same nudge by hand.
Behavioral reminder cadence
Overdue items escalate
Completed items stop chasing
Secure collection
The right file, safely
Clients upload against each PBC item through controlled, encrypted sharing, with files screened on arrival.
Controlled, encrypted uploads
File safety screening
Item marked done only when received
Trail and residency
Audit-ready by default
Every action is logged immutably and data stays in the EU, ISO 27001 certified and GDPR compliant.
Immutable, timestamped audit trail
EU data residency
ISO 27001 certified
Spreadsheet and email vs Alkmist
The PBC list is the same; one version chases itself.
PBC by spreadsheet and email
List in a spreadsheet, chase in email
Reminders depend on someone remembering
Status updated by hand, often stale
Files arrive as email attachments
No trail of who sent what, when
Alkmist PBC software
List and collection in one portal
Reminders and escalation run automatically
Live status per item
Controlled, screened uploads
Immutable audit trail behind every item
Built for PBC-heavy engagements
Where the request list is the job.
AuditPBC collection
AccountingYear-end requests
TaxClient documents
AssuranceEvidence
~2,000
Emails per audit
40%
Faster coordination
EU
Data residency
ISO 27001
Certified
Frequently asked questions
What is automated PBC reminder software?
It is software that chases provided-by-client requests automatically. You build a structured PBC list, and the system reminds clients about outstanding items on a schedule, escalates the overdue, and stops once an item is received.
How does Alkmist automate PBC reminders?
Alkmist runs reminders on a behavioral schedule against each tracked PBC item. Overdue items escalate, received items stop chasing, and clients upload against each request through controlled, screened sharing.
Does it keep an audit trail for PBC items?
Yes. Every access, upload, and status change is logged immutably with actor and timestamp, giving each PBC item a complete history for the file.
Is PBC data kept secure and in the EU?
Yes. Uploads are encrypted and screened, Alkmist is ISO 27001 certified and GDPR compliant, and client data is kept on EU infrastructure.
See Alkmist in action
Automate your PBC chase
See Alkmist send PBC reminders, screen uploads, and move the request list to done without manual chasing. Book a demo.
