Manage Your Audit Request List Without the Spreadsheet
Financial audit, 401(k) audit, workers' comp — every one starts with a request list and ends in a tangle of email threads and Excel trackers. Run the whole thing as one project instead, with an owner, a due date, and a review step on every request.
The request list is a project. Excel treats it like a list.
Every audit starts the same way: the auditor sends a request list — often called a PBC list (prepared by client) — and asks the company to send support to an email address, drop it in a shared drive, or upload it to a portal. From that moment, someone on your team owns a project with fifty-plus moving parts: each request needs an owner, a deadline, a document, and a quality check before anything goes to the auditor.
The default tooling for that project is a spreadsheet and an inbox. The tracker says a request is "in progress" but not where the document actually is. Support gets emailed around for review, and the final version lives in someone's sent folder. Two people pull the same schedule because neither knew the other had it. And when the auditor asks a follow-up question in March about something submitted in January, the context is spread across four email threads.
None of this is a failure of effort. It's a failure of structure — the request list is genuinely a project, and it deserves project tooling.
One project, one task per request
In Sintris, the audit request list becomes a project the moment it arrives. Each request on the list becomes a task with its own owner, due date, attached support, and comment thread. The person running point — whoever is PMO'ing the audit — sees the entire list's status at a glance: what's collected, what's under review, what's ready for the auditor, and what's at risk of missing its date.
Because documents attach to the task that produced them, the review conversation happens next to the document itself. No forwarding, no "which version is this?" — the reviewer opens the task, sees the support and the discussion, and signs off or sends it back.
How an audit runs in Sintris
From the auditor's request list to a fully reviewed, fully documented submission — and a permanent record for next year.
- 1
Upload the request list to create the project
Import the auditor's request list and Sintris turns it into a project with a task for each request — no retyping fifty line items into a tracker.
- 2
Assign owners and due dates
Give every request a named owner and a due date ahead of the auditor's deadline. Automatic reminders chase the dates so the PMO doesn't have to.
- 3
Collect support on the task
Team members upload schedules, statements, and reconciliations directly to their tasks. The document lives with the request it answers, permanently.
- 4
Review before anything reaches the auditor
The team member running the audit reviews each item inside Sintris before it's passed along. Questions and revisions happen in the task's comment thread, next to the document — not in a separate email chain.
- 5
Track the whole list to done
The project view shows every request's status in real time — collected, in review, submitted — so the weekly auditor status call takes five minutes to prep instead of an afternoon.
Next year's audit starts from this year's project
Here's the part the spreadsheet can never give you: when the audit closes, the project doesn't evaporate. Every request, every document, every review conversation stays in Sintris. When next year's request list arrives — and it will look 80% like this year's — your team starts from a complete record of what was provided, who provided it, and where it came from.
And when the person who ran this year's audit changes roles or leaves, the knowledge doesn't leave with them. The next person opens the project and sees exactly how it was done. That's the difference between a tool that helps you do the work and one that remembers it.
Frequently asked questions
- What is a PBC list?
- PBC stands for 'prepared by client.' It's the list of schedules, reconciliations, statements, and other support an auditor asks the company to provide at the start of an audit. Most teams track it in Excel and fulfill it over email — which is exactly the workflow Sintris replaces with a project and a task per request.
- Can we import the auditor's request list directly?
- Yes. Upload the request list document and Sintris creates a project with a task for each request. You review the generated tasks, adjust owners and dates, and start assigning — no manual re-entry.
- How does the review step work before support goes to the auditor?
- Team members upload support to their assigned tasks. The person managing the audit reviews each document inside Sintris — using comments on the task to ask questions or request changes — before passing it along to the auditor. Nothing goes out unreviewed, and the review discussion is retained with the document.
- We run several audits a year — financial, 401(k), workers' comp. Does that work?
- Each audit is its own project, so they run in parallel without colliding. Team members see their assigned requests across all of them in one place, and leadership sees the status of every audit at a glance. Recurring audits can start from a copy of last year's project.
More ways teams use Sintris
- For PE firms and companies preparing for a saleDue diligence preparationGather key company documents, run the diligence process as a permissioned project, and eventually hand potential buyers read-only access to years of documented execution.Read the use case
- For outsourced accounting and fractional finance firmsAccounting firm client workA client profile per engagement, recurring tasks with due dates and instructions attached, read-only dashboards for client executives, and one-click bulk reassignment when teams rotate.Read the use case
See it with your own work
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