Question 1

What is WeCloseBooks?

Accepted Answer

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.

Question 2

Who is WeCloseBooks built for?

Accepted Answer

Bookkeeping, CAS, outsourced accounting, and CPA firms managing recurring client work—especially teams coordinating a monthly close across many clients.

Question 3

Is WeCloseBooks another accounting client portal?

Accepted Answer

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.

Question 4

Does AI communicate with clients without review?

Accepted Answer

The core workflow keeps accounting staff in control. Teams can review the context and client communication before it is used.

Question 5

How does it help with recurring monthly work?

Accepted Answer

It gives your firm a consistent place to invite clients, collect documents, and organize what comes back for each monthly engagement. Automated reminders, matching uploads to requests, and a readiness view are planned.

Question 6

What happens when a client sends the wrong document?

Accepted Answer

Today, staff can quickly organize client uploads inside the engagement’s document library. Keeping requests and responses connected automatically is on the roadmap with upload↔request matching.

Question 7

Which integrations are available?

Accepted Answer

QuickBooks Online, Karbon, TaxDome, Ignition, and Dropbox integrations are Coming Soon. During the demo, we’ll review your stack and clearly separate what exists today from planned connections.

Question 8

How is client information protected?

Accepted Answer

Security details depend on your intended workflow and deployment. We provide current security and data-handling information during evaluation rather than making broad certification claims on this website.

Question 9

How long does setup take?

Accepted Answer

Setup depends on client volume, workflow, and the systems your firm uses. A demo includes a practical discussion of onboarding and the information needed for your firm.

Question 10

How is WeCloseBooks priced?

Accepted Answer

Pilot pricing is $99/month for up to 50 clients, with guided onboarding. Firms with more clients get a plan scoped after a 15-minute demo based on client volume, team workflow, and implementation needs.

Question 11

Do I need a client portal for my accounting business?

Accepted Answer

If your team spends time searching inboxes to learn what clients have sent, a portal pays for itself in recovered hours. It centralizes uploads per engagement, keeps sensitive documents out of email, and gives every staff member the same answer about what's in and what's missing. Firms with only a handful of clients and occasional requests can manage without one; firms running recurring monthly work across many clients usually can't.

Question 12

How do client portals for accountants work?

Accepted Answer

The firm invites each client to a secure, branded space for their engagement. The client uploads documents and answers questionnaires there instead of emailing attachments. Staff see everything organized by client and engagement, with a record of what arrived and when. WeCloseBooks adds AI extraction from tax returns on top, with reminders and upload↔request matching on the roadmap.

Question 13

How does WeCloseBooks use AI to detect missing documents?

Accepted Answer

Today, AI extraction pulls key details from uploaded tax returns so staff don't retype them. The next step, on the roadmap, is detection: a planned QuickBooks Online connection (Coming Soon) is intended to use accounting activity to spot missing supporting documents and turn them into specific client requests, so follow-up names exactly what's still outstanding.

Questions accounting firms ask before a demo

See how it fits your firm.