Frequently asked questions

How WeCloseBooks uses AI to collect client documents for CPA and bookkeeping firms — plainly answered.

What is WeCloseBooks?

WeCloseBooks is AI-powered client document collection software for CPA and bookkeeping firms. It tracks which documents each engagement is still missing, drafts personalized client reminders for your team to review and send, and shows staff who needs attention next.

How does the AI help collect client documents?

The AI reads checklist status across your client base, surfaces incomplete, overdue, and deadline-sensitive requests, and turns each client's outstanding list into a clear follow-up message that references their name, missing items, and due date.

Does the AI email clients automatically without review?

No. WeCloseBooks drafts the message and your team reviews, edits, and approves it before anything is sent. Firms stay in control of every client communication.

Who is WeCloseBooks built for?

CPA firms, tax practices, and bookkeeping firms that repeatedly collect documents from clients — tax season packages, monthly close files, audit support, and onboarding paperwork.

How do clients upload their documents?

Clients open a secure, firm-branded link and drag and drop their files. There is no app to install and no password to remember, and the portal works on mobile.

Which tools does WeCloseBooks integrate with?

WeCloseBooks integrates with Karbon to sync clients and engagements, QuickBooks to tie documents to the books, and Ignition to link proposals to document checklists.

How much does WeCloseBooks cost?

Starter is $49 per month, Professional is $129 per month and adds AI reminder drafts and AI engagement summaries, and Firm is $299 per month for larger practices. Annual billing is available.

Is client data secure?

Yes. Files are encrypted in transit and at rest, access is role-based, every action is written to an audit log, and single sign-on is supported.

How long does it take to get started?

Most firms are live the same week. You can bulk import clients, reuse checklist templates for common engagement types, and start sending requests immediately.

How do I see WeCloseBooks in action?

Book a demo and the team will walk through the dashboard, AI reminder drafts, and the client upload portal using engagements that look like your firm's.