PBC Client Collaboration

Move faster with a seamless collaboration experience

With Circit, client request lists are created automatically, everything's organised in one place, progress is clear and a sense of calm sets in.

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Collaborate & Connect

Improving the clients’ experience

Circit brings together everything you need to manage client communications
and PBC request lists all in a single platform.

Central Source
Centralise your view of communication between clients and audit staff, removing inbox clutter and file errors caused by multiple teams in multiple locations.
Instant Insights
Get instant visibility across your client portfolio on the status and progress of every client engagement, and see where action is required.
Standardise & Automate
Automate request lists with built-in templates for every type of client, ensuring staff communicate with clients professionally and in line with your firm’s methodology.
Clear Visibility
Give your clients a complete roadmap of every document
required and every request to action with clear timelines for delivery.
Powerful Reporting
Track and analyse client response times against deadlines for close-out meetings, and see where time has been invested by your team for future improvements.
Central Source
Centralise your view of communication between clients and audit staff, removing inbox clutter and file errors caused by multiple teams in multiple locations.
Instant Insights
Get instant visibility across your client portfolio on the status and progress of every client engagement, and see where action is required.
Standardise & Automate
Automate request lists with built-in templates for every type of client, ensuring staff communicate with clients professionally and in line with your firm’s methodology.
Clear Visibility
Give your clients a complete roadmap of every document
required and every request to action with clear timelines for delivery.
Powerful Reporting
Track and analyse client response times against deadlines for close-out meetings, and see where time has been invested by your team for future improvements.
Delivering Real Value

Exceed Client Expectations and Drive Efficiencies

Deliver Client Value
Increase Efficiencies

Circit’s powerful insights and reporting into every aspect of the engagement at a client entity level and across your entire firm lets you see where client value can be enhanced and improvements made.

Reduce overruns with timely insights
into where time is being spent

Eliminate ambiguity in closeout meetings
with detailed reports

Improve client collaboration with a tech
savvy way to work

Back and forth with clients is currently a “black hole” of interactions. Circit streamlines the process and gives you new insights and learning to create time savings each year.

Remove reliance on spreadsheet trackers

Download a client insights report to review where time was lost and deadlines not met

Save time with year-on-year automatic
roll forward of request lists

Anywhere, on any device

Get visibility on all client engagements in one place

A central platform for collaboration with every client, across the entire firm. Circit gives instant insight into the performance of all clients and audit teams. Here’s how it works:

Create Client Requests from
a Standardised or Custom List
Simply select the PBC request list tailored for the client or roll forward automatically from the prior year.
Invite Clients
Grant web-based access for clients easily with branded emails and instructional videos.
Share Files and Collaborate
Upload requested information and communicate via in-app messaging in a security-focused digital platform.
Track to complete
Automatically track progress with real-time dashboards and get a full audit trail of the end-to-end engagement.
Create client requests from a standardised or custom list
Invite clients
Share files and collaborate
Track to complete
Simply select the PBC request list tailored for the client or roll forward
automatically from the prior year.
Grant web-based access for clients easily with branded emails and
instructional videos.
Upload requested information and communicate via in-app messaging in a security-focused digital platform.
Automatically track progress with real-time dashboards and get a full audit trail of the end-to-end engagement.
TRUSTED BY FUNDS PROVIDER ACROSS THE GLOBE

Here is what our clients have to say:

‘’Our teams saved up to 4 hours
per client, and turnaround times
on confirmations are down 80%.’’
Gavin Smyth
-
BDO
‘’The Circit platform has allowed us to move away from spreadsheet trackers. There is now a standardised approach to all requests and the whole process is now more efficient and has proven to be invaluable during the recent pandemic. The platform is very easy to use and even some of our most technology cautious clients have found authorising requests to be straightforward and quick to complete."
John Brand
-
Director of Audit & Assurance
TMF Group
"Managing the relationship with our auditors across multiple entities can be a major administrative burden. Circit has completely streamlined many of the most painful processes, and it is simple for my team to use."
Sam Sengupta
-
Director of Operations for UK & Ireland
Haines Watts logo
"Circit has enabled us to transform the audit confirmation process right across our business. Simple and easy to use it gives us a central location from which we can manage all requests to all providers for all our clients. For us it is significantly improving request turnaround times, automating the client authorization process and providing us with the independent audit evidence needed."
Associate Director
-
Angela Chorlton
"The Circit Platform has transformed this area of our audit engagements with clients and counter-parties. Confirming balances and arrangements directly with banks and solicitors is now a seamless process, all within one system."
Kevin Foley Partner
-
Audit and Assurance
"AIB continues to look for ways to make our customers’ lives easier through digital transformation. We’re proud to work Circit to enable our business customers to securely authorise audit confirmation requests.  Through the time and paper savings that this will create, we’re delighted to provide a more sustainable and efficient way of processing of audits for our customers.”  ‍
Peter Vance
-
Head of Customer Services
"We’re using the Circit platform for all our requests now, and I’m really pleased with how it's working out – the ability to get electronic authorities has been particularly useful given the current circumstances and I love having everything in one place."
Samantha Day
-
Audit Manager
MGI Delta logo
“Given the highly confidential nature of the industry, reliance on Circit was an excellent investment and it provides us with a competitive edge in the market of audit services.”
Vladimir Kolmakov
-
Managing Partner
Haines Watts logoTMF Group
More customers stories

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FRICTIONLESS SECURITY

Security and compliance at the core

INTERNATIONAL STANDARDS

Circit’s platform meets the highest international security certification ensuring confidentiality and file integrity. All content is encrypted in transit and at rest with world-class encryption and key management techniques along with a one-time AES-256 symmetric key.

Our focus on security protects your clients’ highly sensitive data in the most robust way.

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trusted IN over 100,000 AUDITS
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Deutsche Bank
Mainstream
US Bank
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Davy
Menzies Brighter Thinking
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