Maintaining Quality Control During Staff Transitions
Accounting firms often face the challenge of staff...
Close Tracker
Get instant info on your clients' close status with two handy views. No more guessing.
Are the books closed? It shouldn't be a mystery.
Scrambling to figure out a client's close status? Viewing and managing this information just got a whole lot easier with the efficiency of Close Tracker. Grab statuses on all your clients in a single view with the Close Tracker module, or zoom in on a single client's close status using the Close Tracker tab in our Bot Review module. Update statuses on the fly. Why wasn't it always this easy?
See all your clients' closing statuses at once. Spiffy.
Using the new Close Tracker module, you'll be able to see and manage the close status for all your clients at once. Prioritize your staff's work, see who is assigned to each client, and just generally make your life spiffy. You can even add notes to highlight any important details about the close. See? Spiffy.
Drill down on a single client's closing status.
If you're already working on a particular client, you can easily view and manage their close status using the Close Status tab within our Bot Review module. Both handy and dandy, the Close Tracker tab quickly breaks down the client's closing specifics with an easy-to-read history. No muss, no fuss. Quick and easy.
Okay, we're out of clichés.
BOOKKEEPING IS FOR BOTS.
DRIVING CLIENT VALUE IS FOR HUMANS.
Bring your accounting or bookkeeping firm into the future with the Botkeeper Operating System, an all-in-one financial platform to manage all bookkeeping, communicate with clients, and innovate your practice. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for more important (and more valuable!) tasks.
