Client and household management built for tax practices
Link spouses, dependents, trusts, partnerships, and closely held companies into a single household so your team sees the whole relationship instead of six disconnected client records.
- Households that group individuals, entities, and trusts
- One contact list with roles: signer, spouse, controller, advisor
- Documents shared across the household without duplicate uploads
- Relationship-level view of every open request and deadline
Tax work is a household, not a row in a table
The Patel 1040 depends on a K-1 from the Patel family partnership, a trust return, and a rental schedule from an LLC. Treating each as an unrelated client is how documents get requested twice, deadlines get missed, and clients get emails that ignore what they already sent.
WeCloseBooks models the household as the organizing unit. Individuals, S corporations, partnerships, trusts, and estates are linked with explicit relationships, so a preparer opening one return can see everything connected to it.
Contacts with the right roles and the right access
Households have people: a signer, a spouse who uploads everything, a controller at the operating company, an investment advisor who sends statements. Each contact gets a role and a scope of access, so the person who should upload payroll files does not also gain access to the family trust.
- Multiple contacts per client with individual portal access
- Primary signer and billing contact designation
- Third-party contacts such as advisors and attorneys
- Reminder preferences and communication history per contact
Cleaner data, fewer duplicate requests
Because a document can satisfy requests across a household, a brokerage statement uploaded once can serve the 1040 and the trust return. Staff stop asking clients for files the firm already has — the single largest source of client frustration in document collection.
Frequently asked questions
- How does WeCloseBooks handle a family with multiple entities?
- Related individuals, trusts, and businesses group into a household so one view shows every return, entity, and outstanding document across the relationship.
- Can spouses share one document request?
- Yes. Household members can share a checklist and upload link for a joint return while each entity keeps its own engagement record.
- Does this replace our CRM?
- It is the client record your document and engagement workflow runs on. Client data stays in sync with Karbon and Ignition so you are not maintaining two lists by hand.
See client & household management in your firm
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Every partner, manager, preparer, admin, and client signs in through one secure, auditable identity layer — with single sign-on, multi-factor authentication, and controlled onboarding and offboarding of staff.
RBAC/PBAC & PermissionsDefine exactly what each role can see and do — then layer policy rules on top so access follows the client, the entity, the pod, and the engagement rather than one flat permission list.
Staff & POD AdministrationGroup your team into PODs — small pods of preparers, reviewers, and admins who own a book of clients together — then manage assignments, capacity, and coverage from one screen.
Ignition, Karbon, JotForm & Dropbox IntegrationsWeCloseBooks connects to the stack your firm already runs: proposals from Ignition, work and clients from Karbon, intake responses from JotForm, and document storage in Dropbox.