For accounting engagement managers
Audit season. 15 clients.
Every PBC request and deadline tracked.
In Parallel captures every engagement decision — owner, deadline, context — and turns them into a living audit plan that updates itself. Start free.
The coordination tax
You run 15 engagements simultaneously.
How many PBC items are overdue right now?
During busy season, coordination that used to be manageable breaks down. Decisions scatter across client calls, internal huddles, partner reviews, and email threads.
63%
of audit engagements experience at least one PBC-related delay during busy season.
Not because the work isn’t happening — because the coordination between staff, seniors, managers, and clients breaks down at scale.
AICPA Practice Management Survey 2025
12 hours per week
The average engagement manager spends on coordination overhead during busy season: chasing PBC items, reconciling status across engagements, assembling partner updates.
Invisible scope creep
A client mentions additional testing in a status call. It never makes it into the engagement tracker. Three weeks later, the budget is blown and nobody knows why.
15 clients, 15 trackers
Excel for client A, a shared doc for client B, someone’s notebook for client C. None of them show the engagement manager the full picture across all engagements this week.
How In Parallel helps
From 15 trackers to one living audit plan.
01
Engagement meeting decision capture
In Parallel joins your client kick-offs, weekly status calls, and partner check-ins — captures every decision, action owner, and deadline across engagements. No scrambling for notes after a four-hour audit committee call.
02
Living audit plan
Your engagement plan updates itself from meeting signals. When a client moves a PBC deadline or a senior flags a scope issue, the plan reflects it immediately — not after someone remembers to update the tracker.
03
PBC and deliverable drift detection
Know when a PBC request is overdue or a workpaper is falling behind before it cascades into a missed filing deadline. In Parallel surfaces the gap between what was agreed and what is actually happening.
04
Partner reporting in minutes
Stop spending Friday afternoons assembling status updates from 15 different engagement trackers. Engagement health data is always current because it comes from the meetings where decisions actually happen.
Trusted by practice teams
A mid-tier firm eliminated PBC-related deadline misses entirely.
“We used to lose decisions between the client call and the engagement tracker. Now every commitment has an owner and a deadline before the call ends.”
Zero
PBC-related deadline misses
8-12 hrs
saved per manager per week
10 min
partner update prep (was 2 hours)
<1 wk
typical time to value
Side by side
What changes when engagement decisions stop disappearing.
Without In Parallel
- Monday mornings reconstructing what was agreed on last week's client calls
- PBC trackers that are stale by Wednesday
- Staff and seniors duplicating work because nobody captured the scope change
- Partner reviews derailed by outdated status reports
- Missed deadlines discovered when the client phones you
With In Parallel
- Every client call decision captured with owner, deadline, and context
- PBC and deliverable status always current — no manual chasing
- Scope changes reflected across all engagement workstreams instantly
- Partner-ready status in 10 minutes — not a Friday afternoon
- Deadline drift detected before it affects the filing date
Built for busy season
Your tools. Your meetings. Zero behaviour change.
In Parallel layers onto what you already use. Nobody downloads an app. Nobody changes their workflow. It just works.
Works with your stack
Zoom, Teams, Google Meet, plus your practice management and document tools. In Parallel layers onto what you already use — no migration.
SOC 2 + GDPR
Enterprise security your clients expect. EU data residency available. Audit reports on request.
Per-seat pricing
€69 per active seat per month, with annual and volume discounts down to €49. Workspaces are free. Passive users aren’t invoiced. 10 meetings free to try, no credit card.
Zero behaviour change
In Parallel joins your existing meetings. Nobody downloads an app. Nobody changes their workflow. It just works.
Multi-engagement by design
Not a single-project tool. A coordination layer that works across every client engagement you manage simultaneously.
Start free in 5 minutes
Add the AI notetaker to your next client call. No procurement, no IT review, no risk. See results immediately.
Start in 5 minutes
Add it to your next client call.
See every decision captured.
10 meetings free, no credit card. Try it on your next engagement status call. See every decision with an owner and a deadline. Then decide if you want the Living Plan.