Integration
Every client file closed the same way.
Recurring jobs, checklists and review steps set up across the client list, so the firm can see what is done, what is stuck and why.
Month-end close
Typical flows
Recurring jobs
Month-end and quarter-end work created for each client on schedule, with the right owner.
Review queues
Files move from preparer to reviewer with the checks that must pass first.
Status at a glance
One board showing every client file, what is blocking it and who is waiting on whom.
Month-end close
Common systems
- Karbon, TaxDome, Canopy and similar
- QuickBooks Online, Xero and Sage
- Email and client portals