Audit PBC Request List

Step-by-step guide for Accounting & CPA team members using Audit PBC Request List.

Live Elite plan or higher · Team member

Industry: Accounting & CPA: this app appears only in company workspaces set up for that vertical.

Prepare provided-by-client request lists for audits.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

Audit scope & account list (required), textarea field in the workspace
Fields to extract (required), multiselect field in the workspace

Primary action button: Extract fields

Workspace overview

Example workspace for Audit PBC Request List with labeled fields — Mock workspace for **Audit PBC Request List**: field labels and guided steps match the live product.

Before you start

Sign in as a team member on your company workspace (admins connect AI accounts separately).
Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
Verify your plan includes Elite apps: locked apps show which plan unlocks them.

Step-by-step

Open the app: In the workspace sidebar, select Audit PBC Request List under Industry apps.
Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
Paste or type your document: On the Intake tab, add content to Audit scope & account list: paste text or use Use sample inputs to load a demo, then edit before you run.
Complete additional inputs: In Workspace, fill Fields to extract before you run.
Run the app: On the Intake tab, click Extract fields. Review output on the Result tab and download if needed.
Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Audit scope & account list

[Audit PBC Request List · accounting] FORM 5500 excerpt: Plan year 2025. Sponsor: Acme Staffing LLC. Participants: 142. Administrator contact block on page 2...

Paste policy, contract, or report text: or click Use sample inputs to load a demo, then edit before you run.

Fields to extract

patient name, Rx number, prescriber, quantity, refills remaining

List the labels you want extracted from the pasted source text.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

Extract patient and Rx fields from faxed intake text.
Pull vendor, date, and line totals from invoice paste.
Map insurance form fields from scanned paragraph text.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (extraction)

Field table: name → value pairs you requested
Missing fields called out when not found in source
Confidence notes for ambiguous lines

Tips

Keep inputs specific: include dates, names, and constraints for better drafts.
Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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