Stop chasing audit clients for PBCs over email.
Built for audit firms to track what's missing, who's late, and close engagements faster — without email chaos.
Free forever • Solo $39/month • Firm $99/month • Office $149/month • No credit card required to start
What you see instantly
- Missing requests and who is blocking completion.
- Which clients are late without digging through threads.
- A single checklist that replaces the inbox.
Built for speed
Create a checklist, invite a client, and start collecting files in minutes with no setup calls.
Email-based PBCs don't scale for small audit firms
Before PBCDesk
- 40+ email threads per engagement
- Missing attachments and wrong versions
- Constant "just following up" emails
- No clear view of what's blocking completion
After PBCDesk
- One checklist per engagement
- Clients upload directly to requests
- Automatic reminders handle follow-ups
- Instantly see what's done vs blocked
Get value on day one
Create an engagement
Add a client, name the engagement, and start with a blank or templated PBC list.
Request documents
Clients upload files directly to each request — no email attachments.
Track & close faster
See what's missing, who's late, and let automatic reminders do the chasing.
Designed specifically for small audit firms
PBCDesk is built for firms with 1-2 partners and a small staff managing multiple concurrent engagements — where simplicity matters more than features.
Firm profile
Financial statement audits
Structured PBCs that keep evidence organized.
Reviews and compilations
Lightweight checklists that stay out of the way.
Price-sensitive, self-serve firms
No onboarding calls or costly setup required.
Built for sensitive client data
Designed to keep client documents protected while giving your firm full control over access and visibility.
Client permissions
Invite-only access with clear ownership of every engagement.
Secure file storage
Centralized, permissioned document control.
Encrypted uploads
Files stay protected in transit and at rest.
Firm-controlled client access
You decide who sees what, and when.
Clear pricing that fits every audit team
Start free, then upgrade to Solo, Firm, or Office when you need more engagements, seats, and storage.
Free
$0/month
Engagements
1 total
Delete one to add another.
Users
1 seat
Unlimited clients.
Storage
500 MB included
10 MB upload limit.
Purged after 60 days of inactivity.
Solo
$39/month
per firm
Engagements
Up to 3
Upgrade for unlimited engagements.
Users
1 seat
Unlimited clients.
Storage
5 GB included
25 MB upload limit.
No inactivity purge.
Firm
$99/month
per firm
Engagements
Unlimited
No caps on activity.
Users
Up to 5 seats
Unlimited clients.
Storage
25 GB included
100 MB upload limit.
No inactivity purge.
Office
$149/month
per firm
Engagements
Unlimited
No caps on activity.
Users
Up to 10 seats
Unlimited clients.
Storage
100 GB included
100 MB upload limit.
No inactivity purge.
Pricing FAQ
Is the price per user?
No. Pricing is per firm. Solo includes 1 auditor seat, Firm includes up to 5, and Office includes up to 10.
Do engagements cost extra?
Solo includes up to 3 engagements. Firm and Office include unlimited. Free includes 1 total.
Can we add more seats or storage?
Not yet. We will add add-ons for larger firms soon.
Is there a plan for larger teams?
Not yet. Contact us if you need higher limits.
Stop chasing PBCs. Start closing audits.
Free to start • Solo is $39/month • Firm is $99/month • Office is $149/month • No credit card required