Client intake and requests
Collect the right details and documents, check what arrived, and give missing items a clear owner.
PROFESSIONAL SERVICES
Give client workone clear path.
Client work often crosses an inbox, a portal, a spreadsheet, an accounting system, and a review queue. Calyer gives the team one place to see what is ready, what is missing, and who owns the next step.
WHO IT FITS
For firms where client work crosses several systems
01
Accounting and advisory firms
02
CAS, bookkeeping, and fractional CFO firms
03
Tax firms, CPAs, and EAs
04
Law firms and legal ops
THE WORK
Processes we can connect
Close and review
Track the close, prepare review queues, and keep exceptions with the right preparer or reviewer.
Billing and follow-up
Prepare the next client update, engagement letter, or invoice when the work reaches the right point.
Client reporting
Bring figures and open items into one review before the report goes to the client.
EXAMPLE SYSTEM
One client from request to invoice
The system keeps documents, review work, and the final client report on one close record while the firm keeps its current tools.
Request
Client items requested
Check
Missing files flagged
Work
Work completed
Invoice
Invoice sent
Systems often in the process
QuickBooksXeroTaxDomeCanopyMicrosoft 365ShareFileBillExcel
ONE PROCESS