Month End Close Checklist

Related products: R&D, etc

I like the look of Digits and the transaction review. It would be great if there was the ability to have a month end close checklist for team members. 

Thanks @Amy and that’s a great idea! Could you share what your ideal month end checklist would include or look like? Are there other tools you’re using for this currently? Would love to know more!

If Digits is already pulling in the transactions and balances, it could make a Reconciliation checklist for the balance sheet accounts. It could have the ability for me to add client specific tasks that need to be completed before the month end, such as journal entries. I am imagining the ability to pull in the QBO info and integrate it with the Accountants month end review process. And on a larger scale have a main page with all my clients for an overview on the close process, or see my team members progress. This would help greatly in the process prior to sending out the financials to clients. 

Thank you @Amy so much, this is incredibly helpful to the team. Really appreciate the additional information and I understand better how it would help in your monthly process for each client.