WeCloseBooks

Product

Collect and organize client documents today; readiness and chase are on the roadmap.

Today: invite clients, collect documents into a per‑engagement library, use questionnaires, and extract key details from tax returns with AI. On the roadmap: reminders, upload↔request matching, and a readiness dashboard.

Book a 15-Minute Demo See the workflow

Coming Soon

Let QuickBooks activity reveal what is missing.

The planned QuickBooks Online connection is the next step in the readiness workflow: use accounting activity to surface missing supporting documents, create focused requests, and keep the engagement blocked until the requirement is resolved.

This capability is planned and is not presented as currently available.

September Amex Statement

Account ending 7712

Account: ••••7712
Period: Sep 1–30
Document type: Credit card statement
Validated

Already using Karbon or TaxDome?

Keep your existing practice-management system. Today WeCloseBooks focuses on client document collection and organization; reminders, upload↔request matching, and a readiness dashboard are on the roadmap. Karbon and TaxDome connections are Coming Soon.

Book a 15-Minute Demo

From missing to organized

Collect and organize today; readiness and chase visibility are on the roadmap.

  1. 01

    Collect

    Invite clients and collect documents in one place for each engagement.

  2. 02

    Understand

    Organize what came back; AI tax-return extraction helps structure key details.

  3. 03

    Resolve

    Product direction: reminder engine and upload↔request matching for specific follow-up.

  4. 04

    Close

    Product direction: a readiness view to show close-ready work vs. waiting on clients.

Four jobs. One collection and organization layer.

Collect

One place to invite clients and collect documents for each engagement.

  • Client invites and simple portal
  • Document library
  • Questionnaires to guide collection

Understand

Turn incoming files into organized context the team can use.

  • Organized document intake
  • AI extraction from tax returns
  • Engagement-level context

Resolve

On the roadmap: make follow-up specific and reliable.

  • Reminder engine (planned)
  • Upload↔request matching (planned)
  • Human-reviewed client communication (planned)

Close

On the roadmap: make readiness visible across clients.

  • Close-readiness dashboard (planned)
  • Clear next actions (planned)
  • Less status hunting (goal)

Designed for operational clarity

The goal is not more automation for its own sake. It is a reliable answer to one daily question: what can the team work on now?

Built around requirements

Start with what the engagement needs, not a disconnected folder of uploads.

Keep follow‑up clear (planned)

On the roadmap: connect uploads to requests so follow‑up is specific to what’s still needed.

Readiness is visible (planned)

Show what can move forward and what still needs attention—on the roadmap.

Complements firm systems

Focus on the client-readiness gap instead of replacing your entire practice stack.

See the collection workflow in your firm.

Bring your recurring client process and current stack. We will show where WeCloseBooks fits—and where it does not.

Book a 15-Minute Demo