ClientClose · House #12,520

What it is

Calls itself “Document Portal”.

• Calls itself: Document Portal

“The Document Portal Built for Bookkeepers”

Where it puts itself

Publishes a comparison page.

“ClientClose is one link. No login, no app.”

“Do you support QuickBooks Desktop? Not yet.”

What it costs

Monthly subscription and yearly plan. Free for a trial period. Trial: “14-day”. Has an enterprise plan. Sales on request. 4 prices listed on its pages, from $28 to $59.

• Monthly: yes
• Yearly: yes
• Commission: no
• Free plan: free for a trial
• Price: 4 prices, from $28 to $59
• Trial: 14-day
• Enterprise plan: yes
• Contact sales: yes

“$28/mo billed annually”

“$35 /month”

Who it sells to

Sells to businesses. Built for enterprise and solo users.

• Sells to: businesses
• Company size: enterprise · solo / indie

“Document collection built for bookkeeping teams of every size”

“…from solo practices to corporate firms.”

How it runs

A web app. Hosted in the cloud. Offers an API. AI is the core of the product.

• Kind: web
• Runs where: cloud / hosted
• API: yes
• AI role: core to the product

“ClientClose is one link. No login, no app.”

“Connect your QuickBooks Online company once”

What it works with

Names Liscio, QuickBooks and 1 more on its pages.

• Names: Liscio · QuickBooks · Xero

“ClientClose is one link. No login, no app.”

“ClientClose vs Liscio”

What it offers as proof

Live, no waitlist. Try it without signing up. Publishes docs.

• Instant signup: yes
• Trial asks for: nothing

“Start your free trial →”

“…no credit card”