PBC (Provided By Client) Portal
A single PBC portal with controlled access, view‑only watermarks, passwords, expirations, and link revocation — all in one place.
Review Phases and Material Flow
Organize folders and access by review phase (planning → PBC → Q&A → testing → opinion) so each party sees only what they need. Set different expirations to reduce long‑term leakage risk.
Listed Company: Annual Review
A DocBeacon PBC portal mapped financial and ICFR evidence to checklist items and tracked reviewer views and queries line‑by‑line. Replacing files preserved links to avoid outdated downloads.
The team reduced response time by 20%, and communication around confirmations and sampling improved significantly.
Frequently Asked Questions
What engagement can I see?
View‑only usage, revisits, blocked download attempts, and link expiration status are visible at a glance.
Can I grant role‑based access?
Yes. External reviewers, internal control, and legal get least‑privilege access with tailored expiration policies.
PBC Checklists and Evidence, Shared Efficiently
Centralized Evidence
Financials, vouchers, policies, control activities, and screenshots — organized by checklist item.
Controlled Access
View‑only, watermarks, passwords, expirations, and revocation prevent leakage and drift.
Engagement Insights
See views, revisits, and link expirations; share the current file without breaking links.
Suggested PBC Folder Structure
- 01 Financials (P&L/BS/CF, schedules, sample vouchers)
- 02 Controls & Policies (authorization, treasury, ITGC, compliance)
- 03 Legal (customers, vendors, litigation, significant agreements)
- 04 Operations & Systems (processes, screenshots, logs, evidence)
- 05 Other & Management Explanations
FAQs & Best Practices
- Default to view‑only; open downloads only when necessary.
- Replace files under the same link so stakeholders always open the current file.
- Create separate groups for external reviewers, internal control, and legal with distinct expirations.
- Bind evidence to specific control points to support walkthroughs.
Make your PBC a single source of truth
Respond faster, reduce risk, and improve quality.