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Tell us about your bookkeeping workflow
Share what you are trying to improve and we will follow up with a setup recommendation for your firm.
Questions
Frequently Asked Questions
Answers for firms replacing inbox follow-up with a structured close workflow.
What does ClosePinger collect from clients?+
Statements, receipts, invoices, payroll reports, sales reports, and answers to transaction questions.
Do clients need to create an account?+
Clients can upload through a secure portal link, so the experience stays simple.
Can I customize the request checklist?+
Yes. You can use templates, add custom items, and adjust each client cycle.
Can my team review uploads together?+
Yes. Upload statuses, notes, and activity history stay tied to each client close.