Purpose-built AI for the document chase
WeCloseBooks combines practical AI with structured workflows to help your team understand what is missing, communicate clearly, and move every engagement forward.
AI-drafted reminders
Turn a client’s exact list of missing documents into a clear, personalized follow-up in seconds. Choose the right tone, review the message, and send with confidence.
- Uses client and engagement context
- Friendly, firm, and final tones
- Human review before sending
Missing-document intelligence
AI reads checklist status across your client base and brings overdue, incomplete, and deadline-sensitive requests to the top.
- Find blockers across every engagement
- Prioritize by urgency and due date
- Spot stalled client responses
Branded client portal
Clients upload documents through a secure link that carries your firm's name and logo. No app install, no password to remember—just drag, drop, and done.
- White-labeled upload experience
- Drag-and-drop file upload
- Mobile-friendly without an app
Firm dashboard
See every client, every missing item, and every reminder sent in one place. Sort by overdue first, search by client or engagement, and know exactly where to focus.
- Real-time progress bars
- Overdue-first sorting
- Search and filter by engagement
Ask your engagement data
Ask natural questions like “Who still owes W-2s?”, “Which March deadlines are at risk?”, or “Draft a reminder for Patel Holdings.” Get a direct answer instead of building another report.
- Answers in plain language
- Instant engagement summaries
- Ready-to-review next actions
AI engagement summaries
Give partners and staff a concise view of every engagement: what arrived, what remains, when the last reminder went out, and what should happen next.
- At-a-glance client status
- Reminder and response history
- Suggested next step
Security & compliance
Files are encrypted in transit and at rest. Role-based access, audit logs, and permission controls keep client data where it belongs.
- Encrypted file storage
- Role-based access control
- Audit logs for every action
Integrations
Connect WeCloseBooks to the practice management and accounting stack your firm already relies on.
- Karbon — sync clients and engagements
- QuickBooks — tie documents to books
- Ignition — link proposals to checklists
AI works inside a complete collection workflow
Smart assistance is paired with the controls, visibility, and security your firm expects.