200 clients. 200 unique document lists. 200 different deadlines. And they all hit at the same time. Close180 turns the chaos of busy season into a calm, trackable process.
You didn't go to school for project management. But that's what tax season turns you into.
It's March 28th. You've emailed the client four times about their partnership K-1. They respond: "What's a K-1?" Meanwhile, the April 15th deadline is hurtling toward you with 47 other incomplete returns.
Your "client tracker" spreadsheet has 14 tabs, 200 rows, and nobody updates it. You just discovered three clients whose extensions were never filed because they fell off the sheet two weeks ago.
Clients call every day asking "is my return done yet?" Your staff spends 30% of their time answering status questions instead of actually preparing returns.
Tax season becomes a system — not a scramble.
Individual return? Business return? S-Corp with rental properties? Each engagement type has its own checklist template. Deploy it in seconds. The client sees exactly what they owe you — W-2s, 1099s, mortgage interest statements, charitable receipts — all laid out clearly. No more "what do you need from me?" emails.
Outcome: Clients finally know what to send you. Document collection goes from 6 weeks of nagging to 5 days of uploads.
Hired seasonal staff? Add them as assignees to specific client checklists instantly. They see their assigned clients, the outstanding documents, and the deadlines — all on day one. Need to reassign a client because someone is overloaded? Move the assignee. The new person picks up exactly where the last one left off.
Outcome: Seasonal hires are productive on their first day. Client work never gets orphaned during handoffs.
Clients get a branded portal showing their checklist. They upload their W-2 right into the "W-2" task. Their 1099-INT goes into the "1099-INT" task. Need to add a new document mid-engagement because they forgot to mention rental income? Add it to the checklist — they get notified immediately and upload it in hours, not weeks.
Outcome: You stop being a document detective. Everything arrives labeled, organized, and attached to the right task.
Set daily reminders starting February 1st for clients who haven't uploaded anything. Weekly reminders for clients in progress. Escalating daily reminders as April 15th approaches. Your clients hear from the system — not from you leaving uncomfortable voicemails. Extend to quarterly estimated payments, year-end planning, and any recurring engagement.
Outcome: Clients respond faster because the reminders are persistent and professional. Your staff stops playing collections agent.
From January kick-off to October extensions, every phase runs itself.
Deploy checklists to all clients. Automated emails go out: "Here's what we need from you this year." Document uploads start flowing in immediately.
Daily reminders ping clients who haven't started uploading. Your dashboard shows exactly who's at 0%, 50%, and 100% complete. Staff works the ready files first.
Returns in progress are tracked on per-client checklists. Each preparer sees their queue. Reviewers get auto-notified when prep is complete. K-1 stragglers get escalating daily reminders.
Completed returns are tracked. Extensions are auto-identified for incomplete files. Nothing slips through. Post-filing: estimated payment reminders deploy automatically for Q2.
Extension clients have their own checklist cadence. Monthly check-ins, document reminders, and prep milestones keep everything moving toward October 15th.
Quarterly planning checklists for high-value clients. Year-end tax planning engagements. Recurring monthly bookkeeping checklists. Every engagement type, templated and trackable.
Templates for every engagement type. Deploy in seconds.
20 items across 4 categories
Stop surviving busy season. Start owning it. 14-day free trial, no credit card required.