ClientClose

1 review

ClientClose is document collection software for bookkeeping teams, from solo practices to corporate firms. It handles the part of month-end close that eats the most time: chasing clients for bank statements, receipts, and payroll records. Clients upload through a secure link with no account to create and no password to reset. It works on their phone. Automated reminders follow up on a schedule you set once, so the system chases instead of you. One dashboard shows every client, document, and deadline, so you know who is behind without digging through email. AI receipt scanning reads vendor, date, tax, and total into clean fields with a confidence score you can check before anything posts. One click sends it to QuickBooks Online or Xero. Reusable checklists define what each client owes each month. Pricing is flat rate with clients included, not per client or per user. Starts at $35/month with a free week and a 30-day money-back guarantee.