The close is waiting
on a bank statement.
Your team loses 5–15 hours a week asking clients for documents. Shoebox asks for you — politely, repeatedly, automatically — and shows you the close date pulling closer with every upload.
REQUESTED
OPENED
OPENED
REQUESTED
REQUESTED
OPENED
REQUESTED
MISSING
How the chase runs
Attach a list, hand over one link, and let the cadence do the asking. Your tone, our persistence.
Whitfield & Co needs 4 documents for your March close
Clients don’t hate
sending documents.
They hate finding the email that says which ones. One link, one list, always current — and it checks itself off as things arrive.
Every ask, every open,
every receipt — logged.
When a client says “you never asked,” you’ll smile. The whole cadence writes itself down, to the minute.
See who’s drowning, and
which document unblocks the most.
Bookkeepers across the top, outstanding docs stacked below. Watch the stacks shrink as documents land, and let the queue rank the closes by days-delayed × impact.
Ruled like a ledger column.
Every plan chases with your firm’s name on it, not ours.
Every plan chases with your firm’s name on it, not ours.
“February close finished March 6th. It used to finish March 20th. Same clients.”
D. Whitfield, CPA
Whitfield & Co · 6 seats