Requests live everywhere
Important context is split across inboxes, portals, spreadsheets, and staff memory.
Document collection for CPA, CAS & bookkeeping firms
Stop chasing clients. Start closing books.
One place to invite clients, collect their documents, and organize what comes back, with AI that pulls key details from tax returns so your team doesn't retype them.
Built for bookkeeping, CAS, and accounting teams managing recurring client work.
The client portal, shown with sample data
The client-side bottleneck
Your team knows how to close the books. The problem is getting every client ready.
Missing is not always obvious
A file can arrive while the question behind the request remains unresolved.
The close waits on clients
Staff lose time checking status before they can begin the work that matters.
How it works
Invite → Collect → Ask → Extract
What your team can use today, with every engagement's documents and answers in one place instead of scattered across inboxes.
- STEP 01
Invite
Invite each client to a simple portal for their engagement.
- STEP 02
Collect
Clients upload documents straight into a per-engagement library.
- STEP 03
Ask
Send questionnaires to capture the answers that decide what's needed.
- STEP 04
Extract
AI pulls key details from tax returns so staff don't retype them.
See the product
The real product, shown with sample data.
These are screens from WeCloseBooks today. Every client, number, and document shown is fictional.
On the roadmap
What's next for WeCloseBooks
These are in development and not available today. Your demo covers exactly what's live and what's coming.
Reminders and request matching
Automatic follow-up, with each upload matched to the request it answers, so clients only hear about what's still missing.
Close-readiness dashboard
See which engagements are ready, which are waiting on the client, and the next action for each.
QuickBooks-driven detection
Use QuickBooks Online activity to spot missing supporting documents and turn them into client requests.
Dashboard shown is an illustrative concept.
Monthly close readiness
Portfolio status by next action
0
Ready
0
Waiting
0
At risk
0
Review
Northstar Design
Ready for review100%
Fieldstone Dental
Bank statement missing72%
Mason Retail
Client question unresolved48%
Elm Street Studio
Documents received86%
Built for recurring accounting
Keep monthly client work moving on time.
Monthly bookkeeping and CAS work is the clearest fit: recurring requirements, repeated follow-up, and a team that needs to know which client is ready next.
Monthly bookkeeping closes
CAS client delivery
Outsourced accounting
Recurring CPA engagements
Your accounting stack
Built to fit the tools you already use.
These connections are coming soon. In your demo we'll walk through how WeCloseBooks fits your current stack today.
QuickBooks Online
Coming Soon
Karbon
Coming Soon
TaxDome
Coming Soon
Ignition
Coming Soon
Dropbox
Coming Soon
Already using Karbon or TaxDome?
Keep the system your firm already runs.
WeCloseBooks is designed to complement practice-management software, not replace it. Your team keeps managing work in Karbon or TaxDome while WeCloseBooks handles client document collection and organization.
Direct Karbon and TaxDome connections are coming soon.
Book a 15-Minute DemoWhy firms use it
More than another portal. Less than another system to run your firm.
Give staff a shared answer
Each engagement's documents and questionnaire answers live in one place, not in individual inboxes.
Less retyping from tax returns
AI extraction pulls key details from tax returns so staff start from structured data.
Protect your existing stack
Add a collection layer without replacing your practice-management or accounting systems.
Staff stay in control
Your team reviews client context and communication before it's used.
Questions from accounting firms
Before you book
- What is WeCloseBooks?
- WeCloseBooks is a document-collection and client-readiness foundation for accounting firms. LIVE today: a staff+client portal backed by a per-engagement document library, client invites, questionnaires, and AI extraction from tax returns. On the roadmap: a reminder engine, upload↔request matching, and a readiness/chase dashboard.
- Who is WeCloseBooks built for?
- Bookkeeping, CAS, outsourced accounting, and CPA firms managing recurring client work—especially teams coordinating a monthly close across many clients.
- Is WeCloseBooks another accounting client portal?
- It includes a simple portal to invite clients and collect documents, but the focus is readiness. Today you can centralize uploads and questionnaires per engagement; reminders, upload↔request matching, and a chase dashboard are on the roadmap.
- Does AI communicate with clients without review?
- The core workflow keeps accounting staff in control. Teams can review the context and client communication before it is used.
Stop chasing clients. Start closing books.
See how WeCloseBooks helps your team collect and organize client documents, in a 15-minute walkthrough of your own workflow.