01
Document requests
Create reusable checklists for bank statements, receipts, invoices, and custom close items.
For bookkeeping teams
Protect every close from missing client files
ClosePinger keeps document requests, reminders, uploads, and review status in one calm workspace.
Trusted close operations
Trusted backup for every stage of the close
ClosePinger gives your team a single source of truth for requests, client responses, uploaded files, and review status.
Monthly close readiness
87%
15+
close workflows supported
6k+
requests organized
120+
monthly reminders automated
Our services
One workflow from request to review
02
Client portal
Give clients one secure place to upload files and answer month-end questions.
03
Reminder sequences
Send clean follow-ups before due dates without manually chasing every client.
04
Review queue
See submitted, approved, rejected, and missing files before the close slips.
Smart choice
The smarter choice for close management
Reusable close cycles
Build the request list once and repeat it monthly or quarterly.
Automatic client nudges
Keep clients moving with scheduled reminders tied to open items.
Upload review status
Track every file from submitted to reviewed with a clear audit trail.
99%
request visibility
95%
chase reduction
Insights and updates
Practical clarity for month-end
ClosePinger
Stop losing files inside email threads
Every request belongs to a client, period, due date, and status.
ClosePinger
Know what needs review today
Submitted files flow into a queue so your team can approve or reject them quickly.
ClosePinger
Give clients a simpler next step
A portal link tells clients exactly what is missing and where to upload it.
Get your first close moving
Run the next client close without another spreadsheet chase
Build your first request list, invite clients, and let reminders keep the close moving.
Stay in the loop
Get practical close tips
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.