Made for the monthly close
Every feature is designed to shave hours off your firm's recurring workflows.
Client workspace
Each client gets their own monthly close board with contact info, due date, and a tailored checklist.
Per-client checklists
Toggle close tasks done as you work. Progress percentage updates automatically across the firm.
Automated reminders
Schedule auto-emails before due dates. Send manual nudges for clients waiting on documents.
Status at a glance
Color-coded On Track, Waiting, and Overdue states make weekly reviews 5 minutes instead of 50.
Reminder activity log
See exactly who was reminded and when — no more 'did we already email them?'
Firm-wide dashboard
Track completion across all your clients in one place. Drill into any client with one click.