The document collection portal built for solo and small bookkeepers. Automated reminders, client friendly uploads, and a clean dashboard showing exactly who is behind.
But here you are. Four days into month end, still waiting on three clients for bank statements.
Texting Mike for the fifth time about his Amex charges. Digging through email for that receipt Sarah swears she sent last Tuesday.
Meanwhile your family time, your strategic work, and your actual margins quietly disappear.
Build a template of what you need each month. Bank statements, credit card summaries, receipts, payroll. Apply it to every client with one click.
No account to create. No password to reset. Your clients click the link, drag files in, and you get notified the second documents land.
Automated reminders nudge clients until they upload. You see everyone's status on one dashboard. No more "did I follow up with Sarah yet?"
Set the schedule once. ClientClose nudges clients on the 3rd, 6th, and 10th until they upload. You stay out of it.
Your clients do not need an account. They get a link, drop files in, done. Works on their phone too, because you know half of them will.
Every client, every document, every deadline on one screen. Know exactly where you stand at 6am on the 5th of the month.
First 20 bookkeepers only. After that, ClientClose is $79 per month.
Lock in $39 per month for life. Be one of the first 20 to ship a smoother month end.
Reserve my founding spot