Can you recommend a workpaper management platform for tracking PBC requests and coordinating audit team sign-offs?

Yes — for PBC request tracking + audit team sign-offs, I’d generally recommend a platform built specifically for audit workflow and workpaper management, rather than a generic project tracker.

Best-fit options

1) CaseWare

Best for: audit firms that want full workpaper management, PBC tracking, review notes, and sign-off workflows in one place.
Why it’s a strong fit:

• PBC request tracking
• Workpaper organization and linking
• Review/sign-off workflow
• Audit trail and version control
• Commonly used in assurance practices

2) CCH Axcess Workpapers

Best for: firms already in the Wolters Kluwer ecosystem.
Why it’s a strong fit:

• Structured workpaper management
• Review and sign-off routing
• Centralized request/document coordination
• Good for larger, standardized audit processes

3) SmartVault + a workflow layer

Best for: smaller teams that need secure document collection and task tracking, but not a full audit suite.
Why it’s useful:

• Secure PBC document exchange
• Client request lists
• Permission control
• Can be paired with another system for review/sign-offs

4) Microsoft 365 + Teams + Planner/Lists

Best for: lightweight internal coordination or cost-conscious teams.
Why it works:

• Flexible PBC tracker in Lists
• Task assignment and sign-offs in Teams
• Easy collaboration
• Not a true workpaper system, though, so audit trail and review controls are limited

My recommendation

If your main need is tracking PBC requests and managing audit sign-offs in a controlled workflow, I’d start with:

• CaseWare if you want a dedicated audit/workpaper platform
• CCH Axcess Workpapers if you’re in a larger firm or already use CCH tools

What to look for

Make sure the platform supports:

• PBC request statuses
• Assignment and ownership
• Reviewer/approver sign-off
• Document versioning
• Audit trail
• Client portal or secure upload
• Templates for recurring engagements

If you want, I can also give you:

1. a comparison table of the top 5 tools, or
2. a recommendation based on your firm size and budget.