PBC Portal — For Clients

As an audit client, you use the PBC Portal to receive document requests from the audit team, upload required files, and communicate through comments. This guide explains how to navigate the client portal.

Accessing the Portal

Your organization's audit team will send you an invitation link. You can access the PBC portal via:

• Direct link — in the email notification
• Client Portal login — at your organization's AIIA portal URL

Your Dashboard

After logging in, you see:

• Open Requests — documents the audit team needs from you
• Overdue Items — requests past their due date
• Submitted — items you've already uploaded
• Returned — items the auditor has returned for clarification

Responding to Requests

Step 1 — Review the Request

Each request contains:

• A title explaining what is needed
• A description with context
• Individual request items (specific documents)
• A due date

Step 2 — Upload Documents

For each request item:

1. Click the item
2. Click Upload or drag and drop your file
3. Add an optional note explaining what you're submitting
4. Click Submit

Supported formats: PDF, Word, Excel, Images, ZIP (max 50 MB per file)

Step 3 — Mark as Complete

When you've uploaded all items for a request:

1. Review that all items have submissions
2. Click Mark as Complete
3. The request status changes to SUBMITTED
4. The audit team is notified

Comments

Use comments to communicate with the audit team:

• Ask for clarification on what's needed
• Explain the context of your submission
• Respond to returned items
• Comments are visible to both you and the audit team

Returned Items

If an auditor returns an item:

• You'll receive a notification
• The item's status changes to RETURNED
• Check the auditor's comment for what needs to change
• Upload the corrected document
• Resubmit

Security

• All uploads are virus-scanned automatically
• Files are encrypted in storage
• Your access is limited to requests assigned to you
• All actions are logged for audit trail purposes

Tips

• Upload documents as early as possible to avoid delays
• Use clear filenames (e.g., "Q4-2026-GL-Detail.xlsx")
• Add notes to explain the content of complex documents
• Check for returned items regularly