Monthly Bookkeeping Close
Reconcile accounts, review variances, and send the client-ready summary.
Accounting, legal, and professional services
Deadlines deserve more than a sticky note.
Every deadline, every document, one real-time view. Reliable Sphere LLC gives small practices an accounting firm task management board for tax work, monthly closes, filings, and client follow-ups.
Clear ownership. Logged activity. Fewer surprises.
Busy season overview
18 active engagements · Updated just now
Returns to File 04
File 1065 returnNorthstar DentalDue in 2 days
Review quarterly filingHearth & Pine LLCDue in 6 days
Awaiting Client Docs 07
Request signed W-2sRavenwood DesignReminder queued
Confirm bank statementsBluebird MarketDue in 9 days
Ready for Review 03
Close February booksSummit Builders78% complete
Approve case timelinePatel Family LawDue in 12 days
Real-time control
Your deadline heat map
The day’s most urgent work stays visible. Colour escalation makes small law practice deadlines and filing dates easy to scan.
12
Deadlines this week
3 need attention today
78%
Monthly close complete
5 tasks cleared since 9:00 AM
02
Overdue tasks
Both assigned for review
Next actions
Click a row to open the related taskFile partnership returnNorthstar Dental · Tax filing
2 days
Send court filing for approvalPatel Family Law · Case 2841
5 days
Complete monthly close checklistSummit Builders · February close
9 days
Repeatable workflows
Monthly close? Tax season? We have the checklist.
Start with a practical template, set the dates, and assign the work. Your bookkeeping workflow dashboard stays ready for the next cycle.
Customise once. Reuse every month.
1040 Preparation
Collect documents, prepare the return, schedule review, and record the filing.
Litigation Case Timeline
Track pleadings, client approvals, court dates, and internal review points.
A complete client record
Every email, every file, attached to the task.
Client communication belongs beside the work it supports. See the request, reminder, and received document without searching through a separate inbox.
No more "Did I ask the client for that?"
Client requests
Signed W-2s
Bank statements
Owner mileage log
Final approval
Signed W-2s Complete
Requested W-2March 2 · Email sent to Ravenwood Design
Reminder sentMarch 5 · Follow-up assigned to Maya
Received documentsMarch 7 · Two files attached to task
"Tax season used to mean 14-hour days. Now we close by 6pm. The deadline tracker and recurring templates saved us 20 hours a week during busy season."
Built for focused practices
Practice-grade plans, small-firm pricing
Give your team unlimited clients, deadline tools, recurring checklists, and a clear compliance task record. Choose the setup that fits your practice.
- Unlimited client workspaces
- Deadline severity views
- Communication history
- Completion audit trail