Month/Qtr Close

Track and manage monthly close checklists per client

Questions to client

by the 5th

Financials sent

by the 10th

Client deadline

the 15th

April 2026 close cycle.

Checklist progress

0 of 25 tasks complete (0%)

Categorize all transactions in QBO banking feed

Verify client billing status (confirm PP has been paid)

Download bank, credit card, and loan statements

Save statements to TaxDome → Bank Statements folder