Bookkeeping is deadline work: month-end closes, filing dates, payroll runs, and the endless chase for client documents. Miss one and it is not a small mistake, it is a penalty with your name on it. ClientPlot keeps every client and every date on one screen, with reminders that chase the documents for you. This page covers how bookkeepers run their month in it.
Each client's close gets tasks with due dates, and the Today view shows exactly where the month stands: which closes are done, which are waiting, and which are about to be late. No more mental spreadsheet of thirty deadlines.
The bank statement that never arrives is the bottleneck of the profession. Set a follow-up when you request documents and ClientPlot emails you when it is time to nudge again, so the chase is a system instead of a memory.
Every client page holds their tasks, notes, and files: engagement letters, prior filings, the note about their weird payroll schedule. When they call with a question, the context is one click away.
Client financial relationships are sensitive. ClientPlot never sells your data, never runs ads against it, and never uses it to train AI. Export everything as CSV or JSON whenever you want, because it is yours.
Give monthly work due dates per client and the dashboard resurfaces them as they come due. The calendar shows the month's closes and filings in one view.
Data is stored in Google's Firebase infrastructure over encrypted connections, access is restricted by security rules, and we never sell it or use it for AI. You can export or delete everything anytime.
No. It manages the work around the books: deadlines, document chasing, client history. It pairs with QuickBooks, Xero, or whatever ledger you already use.
See also