CloseCore for Accounting Firms
Month-end close software for accounting firms and CAS teams
CloseCore helps client advisory services (CAS) and outsourced accounting teams standardize recurring close work, track hours, coordinate preparers and reviewers, and keep client ledgers and workpapers connected.
Standardize each client's month-end close
Gain visibility into each client's close progress. Tasks and folders are configured once and automatically recreated every month.
- Set up recurring checklist and reconciliation tasks
- Get daily and weekly notifications for overdue, daily and upcoming tasks
- Reduce errors and save hours of manual work
- Export financials from CloseCore immediately after the books are closed
Keep client questions and review notes together
Prevent surprises and ensure completeness and accuracy of your work by keeping clients in the loop.
- Ask questions about transactions, documents and tasks in CloseCore
- Request sign-off from clients on especially important tasks
- Keep a single source of truth; use your own file storage or your clients' shared storage
Manage access to each client’s close
Give each client visibility into their close and limit staff access to the engagements they work on.
- Share a read-only view with clients to maintain transparency and build trust
- Limit access to staff to only the clients they work on
- Seamlessly transition clients with a clean set of financials and documentation
Monitor close progress across clients
Maintain a high standard of quality, identify increasing workloads and easily adjust your headcount and billing.
- Track time spent for each client
- Monitor close timeliness for each client and determine where to allocate staff
- Easily reassign tasks to new team members
Become an Implementation Partner
Refer clients to CloseCore, gain access to partner-only discounts, and earn a referral bonus for each client.
