Last busy season, your team sent roughly 2,000 emails per audit. Most of them asked the same thing: "Where's the depreciation table?" Alkmist puts PBC collection, status tracking, and client communication in one structured place.
| Engagement | Section | Open | Waiting On | Status |
|---|---|---|---|---|
| Europarts 2024 | Final · Fixed assets | 12 | Client (3 items) | In Progress |
| NovaTech 2024 | Tax & VAT | 4 | All submitted | Accepted |
| GreenField 2024 | Provisions | 8 | Client (info missing) | Requested |
| BlueStar 2024 | Bank confirmations | 2 | Bank (pending) | Overdue |
The tools haven't kept pace with the work. Your team is sharp, but they're buried under coordination tasks that nobody went into audit to do.
On average, 2,000 emails fly per audit engagement. Most are status requests, reminders, and questions about documents uploaded to the wrong thread.
PBC lists with 120+ rows, colour-coded by the associate who left last quarter. Nobody trusts the status column. The file itself has become the bottleneck.
The Tuesday morning call: "I uploaded everything, why haven't I heard back?" They're not difficult. They're confused. Confusion breeds frustration on both sides.
Sensitive annual accounts as email attachments. Former employees still have access to shared drives. No encryption on document flows. Compliance gaps pile up quietly.
Up to 10% of audit time goes to status updates for partners. Another 15% to manual reminders. That's a quarter of your most expensive people doing admin.
Documents across mailboxes, OneDrive, SharePoint, WeTransfer. The right depreciation table? Good luck finding it before the partner meeting.
Alkmist organises your audit engagements into structured, trackable task flows. Your team and your clients see the same information, in real time, without a single reminder email.
Upload your current PBC template. One click converts it into structured task flows with sections, due dates, and collaborators.
Workspace per client. Separate vaults for Audit, Tax, Advisory. Roles and folder-level permissions set in minutes.
Clients get a login to your branded portal. They see their tasks, upload documents, ask questions. No training manual needed.
Every task has a status, a comment thread, and upload zones for both sides. Automated reminders keep clients moving.
Accept documents, request clarification, or reject with a note. Full audit trail logged and timestamped automatically.
Every document request becomes a task with a status, a due date, and people attached to it. The audit hierarchy (Final, Tax, General) is mirrored exactly. When a client uploads the wrong file, you see it immediately and flag it right there.
| Task | Status | Progress | Due |
|---|---|---|---|
| ▾ Final | 4/23 | ||
| ▾ Fixed assets | 3/5 | ||
| Depreciation table 2024 | In Progress | 0/1 | 12/06/2025 |
| Overview of disposals | Accepted | 1/1 | 12/06/2025 |
| Valuation intangible assets | Accepted | 1/1 | 12/06/2025 |
| ▾ Tax & VAT | 1/7 | ||
| All VAT returns 2024 | Accepted | 1/1 | 12/06/2025 |
Each task has its own upload zone and comment thread, visible to both auditor and client. When someone uploads the wrong file, you mention it right there. Configurable reminders handle follow-up automatically: initial request, inactivity nudge, deadline warning.
Every client gets a workspace. Inside, separate projects for Audit, Tax, Advisory. You define who can read, write, or delete, per directory, per role. No more Company A accidentally seeing Company B's trial balance.
| Directory | Read | Write | Delete |
|---|---|---|---|
| 📁 / | ✅ | ✅ | — |
| 📁 2025 | ✅ | ✅ | — |
| 📁 January | ✅ | ✅ | ✅ |
| 📁 Client Info | ✅ | ✅ | — |
Replace the Monday morning inbox scan with a live portfolio view. See every engagement, every open action, every overdue item. Know where to focus today without assembling a status report first.
| Engagement | Blocker | Action |
|---|---|---|
| Europarts 2024 | Client: 3 items overdue | Escalate |
| GreenField 2024 | Info missing 5 days | Follow up |
| BlueStar 2024 | Bank, week 3 of 4 | External |
Generic "Reminder: item still open" emails get ignored by the third one. Alkmist uses behavioral science to adjust tone, timing, and urgency based on context. Early messages are supportive. Near deadlines, they're specific: "1 document left for fixed assets. Takes about 2 minutes." That framing difference changes completion rates.
If I have to send one more reminder email asking for a depreciation table that was due three weeks ago, I'm going to lose it. We need somewhere clients see what's outstanding without us having to chase.
Whether you're the partner reviewing sign-off status, the junior collecting PBC documents, or the CFO wondering what's still expected, everyone gets exactly what they need.
You run 10–30 engagements simultaneously. Alkmist gives you a live dashboard across your entire portfolio: completion rates, overdue items, client response times. No more opening 40 email threads to build a status overview.
PBC collection, document follow-up, status updates. You keep the audit moving. Alkmist replaces the Excel tracker with task flows that show exactly what's outstanding, per section, per client. When a document arrives, you see it immediately.
Your first week, someone handed you an Excel PBC list and said "chase these." Alkmist gives you a clear list of tasks, who's responsible, and what's overdue. You focus on the audit work, not figuring out where to find the right file version.
You have a day job, and "upload 47 documents for the auditor" isn't it. Alkmist shows exactly what's needed, by when, in what format. Upload files, ask questions, track progress. No 15-email thread about which depreciation table format they want.
Audit data is regulated data. Alkmist treats security as architecture, not a checkbox. Every environment is isolated, encrypted, and logged.
EU data residency. Full compliance for sensitive financial documents across jurisdictions.
Independently audited information security management. International standards, no shortcuts.
Every upload, status change, and comment logged with identity and timestamp. Defensible in any review.
Clients see your brand, your domain, your portal. Multi-language for cross-border work. Not "powered by some tool."
26 firms surveyed. The findings put hard numbers on what practitioners already felt: the gap between how audits should run and how they actually do is costing firms millions per year.
Communication overhead · Security gaps · User experience · Innovation readiness
We walk through the exact flow your team would use, from PBC import through sign-off, with scenarios from real European mid-market audits. No generic product tour. No features you'll never touch.
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