Case Study: Clark Schaefer Hackett achieves faster, more efficient audit workflows with Circit

CSH Enhances Audit Efficiency and Client Experience with Circit

Clark Schaefer Hackett, a top 100 accounting and advisory firm, faced a frustrating and inefficient process for managing Prepared by Client (PBC) request lists. They relied on manual tracking via Excel and email, which led to confusion, repeated follow-ups with clients, and difficulty locating the correct documentation. This inefficiency hampered their audit workflow and even impacted their ability to win new business.

By implementing Circit's PBC management platform, the firm streamlined its entire process. The solution from Circit provided a transparent, organized experience for both staff and clients, featuring an intuitive interface and in-app messaging. The results for Clark Schaefer Hackett included rapid internal adoption, significant time savings, a vastly improved client experience, and cost savings for the firm, ultimately giving them a competitive edge.

Clark Schaefer Hackett

David Rich

Senior Manager, Assurance Services