Let AI chase the documents. You close the books.
WeCloseBooks understands what each engagement is missing, drafts personalized follow-ups, and tells your team exactly where to focus—so every client moves toward ready.
AI that understands the document chase
Not another generic chatbot. WeCloseBooks uses engagement context, due dates, missing items, and reminder history to help your staff take the right next action.
Your team stays in control. Review, edit, and approve every client message.
STEP 01
Find what is missing
AI scans each checklist and surfaces incomplete, overdue, and high-priority requests.
STEP 02
Draft the right reminder
Generate a clear follow-up using the client’s name, outstanding items, deadline, and prior responses.
STEP 03
Prioritize your team’s day
See which clients put deadlines at risk and where a human touch will make the biggest difference.
The manual document chase costs more than you think
Every tax season, firms lose hours to follow-up emails, missing forms, and status spreadsheets. Clients forget. Staff gets pulled into reminders. Deadlines slip.
- Average firm spends 6+ hours per client on document collection
- Follow-up emails multiply across inboxes and threads
- Sensitive files land in personal email and chat apps
70%
fewer follow-up emails
2x
faster collection
Everything you need to collect documents on time
One place to build checklists, remind clients, receive files, and see exactly where every engagement stands.
AI reminder writer
Draft client-specific follow-ups that reference exactly what is missing and when it is due.
Missing-item intelligence
Turn every checklist into a clear, prioritized view of what is blocking each engagement.
Branded client portal
Clients upload files through a secure portal that looks like your firm.
Team dashboard
See who is behind, what is missing, and which reminders have already gone out.
AI-powered prioritization
Focus staff on clients with the most urgent missing items, approaching deadlines, or stalled responses.
Secure by default
Encrypted uploads, audit logs, and permission controls built in.
Trusted by firms that want tax season under control
“We cut document follow-up by more than half. Our staff finally has visibility into what is missing.”
Sarah Chen, CPA
Chen & Associates
“Clients actually upload files on time now. The reminders are polite but they keep moving.”
Marcus Johnson
Johnson Bookkeeping
“Setup was simple and the portal makes us look more professional than our old email process.”
Elena Rodriguez
Rodriguez Tax Group
Integrates with the tools your firm already uses
Common questions
- What is WeCloseBooks?
- AI-powered client document collection software for CPA and bookkeeping firms. It tracks what each engagement is missing and drafts the follow-up your team reviews and sends.
- Does the AI email clients on its own?
- No. Every message is drafted for your team to review, edit, and approve before it goes out.
- How do clients send files?
- Through a secure, firm-branded upload link — no app to install and no password to remember.
Ready to stop chasing documents?
See how WeCloseBooks can save your firm hours every tax season. Book a personalized demo with our team.