Month-end close workflow software
ClosePinger is designed for bookkeeping firms that need more than a generic task list. It brings client requests, reminders, uploads, review status, and close visibility into one structured workflow.
Request the right files for each client and each period
Collect uploads through a secure portal instead of scattered email threads
Review what arrived before the close falls behind
Create repeatable request lists for statements, receipts, invoices, payroll files, and custom close items. This gives every client period a clearer operational starting point.
Clients receive a secure portal link so they can upload documents and answer questions without another password-heavy process.
Use reminder sequences to follow up on missing items before due dates slip. This keeps the close moving without turning your staff into manual follow-up coordinators.
Submitted files can be reviewed, approved, or rejected with clear status tracking. That helps the team know what is truly ready for bookkeeping work.
FAQ
Continue exploring
These pages cover the next questions firms usually ask as they move from document chasing to a structured close process.
Start with the Free month, test the process with a real client close, and upgrade when the workflow proves itself.
Start your free month