Requirements with context
Request statements, receipts, payroll and supporting records with entity, period and coverage instructions.
For monthly bookkeeping teams
A clearer path
from requested
to ready.
Give every client document a place, every reviewer a clear decision, and every month a complete collection record.
Client collection → exact-version review → SharePoint delivery
One month. One clear package.
The monthly document collection workflow
1
Request the right documents
A checklist for each entity and reporting period.
2
Resolve what needs attention
Clear checks and individual return reasons.
3
Review the exact version
Replacements always receive a fresh review.
4
Deliver, then close
Confirmed SharePoint files in a saved manifest.
A collection record, not an accounting opinion.
Make the next step obvious
Less uncertainty in the document handoff.
A focused client portal
Clients see their assigned requests, upload documents and respond to specific return reasons.
Delivery you can account for
Track accepted versions and individual delivery results before closing the package.
One plan for the whole firm
ClosePack Firm
$299 USD / month
Proposed launch pricing, billed through Microsoft Marketplace when the paid offer is published.
Clear limits. Shared workflow.
- Up to 50 active clients and 75 active entities
- 100 GiB of app document storage
- Firm staff workspace and verified client portal
- Versioned checklists, review history and closure manifests
- Delivery to your firm's SharePoint destination
Microsoft 365 and a firm-managed SharePoint site are required for delivery. Clients can verify a non-Microsoft email address.