Owner Problem
Bookkeeping cannot close cleanly when the records are scattered. The owner may have bank activity in one place, card activity somewhere else, receipts in email, and accounting access not set up yet.
The cleanest path is simple: use secure access, client-connected feeds, or approved exports. Do not share bank passwords or MFA codes.
How This Helps
- Confirms which bank and card activity belongs in the business records.
- Lets the client connect feeds inside the client's own system when applicable.
- Gives ClearClose approved exports when software access is not the right fit.
- Keeps sensitive records out of public forms, text messages, DMs, and ordinary email.
Next Step
Start with the tax strategy guide, then use the secure portal when ClearClose requests accounting access, exports, questions, or documents.