CloseCore for Accounting Firms
Manage the close from one central portal
CloseCore helps you save time on repetitive work, track hours and simplify client communication so you can keep clients for longer.
Keep all your tasks in one place
Tasks and folders are configured once and automatically recreated every month. Reduce errors and save hours of manual work.
- Set up recurring checklist and reconciliation tasks
- Get daily and weekly notifications for overdue, daily and upcoming tasks
- Export financials from CloseCore immediately after the books are closed
Collaborate directly with clients
Prevent surprises and ensure completeness and accuracy of your work by keeping clients in the loop.
- Ask questions about transactions, documents and tasks in CloseCore
- Request sign-off from clients on especially important tasks
- Keep a single source of truth; use your own file storage or your clients' shared storage
Scale with your clients
CloseCore's full suite of product features comes standard and ensures that you can win and keep clients from startup to IPO.
- Share a read-only view with clients to maintain transparency and build trust
- Limit access to staff to only the clients they work on
- Seamlessly transition clients with a clean set of financials and documentation
Manage your headcount
Maintain a high standard of quality, identify increasing workloads and easily adjust your headcount and billing.
- Track time spent for each client
- Monitor close timeliness for each client and determine where to allocate staff
- Easily reassign tasks to new team members
Become an Implementation Partner
Refer clients to CloseCore, gain access to partner-only discounts, and earn a referral bonus for each client.
Ready to Close Faster for Your Clients?
Maintain a pristine and quality set of books for all your clients and seamlessly organize your team.