Close management for accounting firms

Organize recurring close work by client, entity, target date, owner, reviewer, and current-cycle status.

Standardized templates

Build repeatable task structures while keeping client-specific work and evidence attached to each cycle.

Move prepared work into review with support, comments, changes requested, and sign-off in one place.

See manager follow-up, overloaded preparers, active blockers, and review backlog across client work.