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Finance and back office · Accounting & Tax Services

Month-end close for accounting firms

Every client’s close checklist, document requests and deadlines in one place, with the chasing done for you.

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One click opens a free 30-day workspace with Month-end close checklist and sample data. No credit card.

What gets in the way today

The work between the systems

  • Clients send documents late, and staff spend days chasing them.
  • Close checklists differ by client and by person.
  • Tax deadlines are tracked in personal calendars.
How Neuclon handles it

Built for this, changed by your team

Neuclon runs the month-end close checklist per client, tracks document requests (PBC) with due dates, WIP and billing, and the tax deadlines calendar. It flags overdue requests and tasks, and the agent drafts the reminder to the client.

See it work

Try Month-end close checklist with sample data

Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.

Try it: Month-end close checklistInteractive demo · sample data
The apps

What you get

Template · Accounting & Tax ServicesMonth-end close checklistThe close for each client: reconciliations, accruals and reports, with owners and due dates.Template · Accounting & Tax ServicesDocument requests (PBC)Documents requested from clients, with due dates, reminders and what has arrived.Template · Accounting & Tax ServicesWIP and billingWork in progress by client and job, with hours, billed amounts and write-offs.Template · Accounting & Tax ServicesTax deadlines calendarFederal, state and payroll deadlines by client, so nothing is missed.
A day with Neuclon

How the day goes

  1. Day 1Close checklists open for every client with owners and due dates.
  2. Day 3Eight document requests are overdue: each client gets a polite reminder listing exactly what is missing.
  3. Day 5Two clients are behind; the manager sees it on the board, not on day 10.
  4. Day 8WIP is reviewed and invoices drafted for completed work.

An illustrative day. Your rules, people and systems set the details.

Prove it in 30 days

What to measure

  • Days to close
  • Overdue client documents
  • Missed deadlines
  • Unbilled WIP

Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.

Questions

Frequently asked

Can clients upload documents directly?

Yes, through a request link or by email; documents attach to the right request automatically.

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

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Everything Neuclon does for accounting & tax services · All solutions · All apps and templates

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

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