Accounting Firms
Coordinate client intake, bookkeeping review, reconciliations, tax records, and audit preparation across client files.
Start a workspace
Accounting practices, bookkeeping firms, and tax teams
From the first document to the final review.
OpenTeam prepares client records checklist and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized client ledgers, statements, receipts, working papers, and correspondence by source, owner, and date.
Prepare the working pack
Organize records by client and period, prepare reconciliation questions, and assemble reviewer packs with clear source figures.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Client records checklist
- Accounting review pack
- Draft client information requests