What integrations exist on day one?+
QuickBooks Online (live OAuth — pulls your client roster automatically), Gmail and Outlook (send-only OAuth), and signed-link uploads for clients to drop documents directly. CSV roster import is supported as a fallback if you don't use QBO. That's V1. Plaid, Square, Stripe, Lacerte, and others are explicitly roadmap, not in the box yet — we'd rather ship one integration that's rock-solid than five that are flaky.
Does the AI actually email my clients itself?+
Yes — through your reviewer's connected Gmail or Outlook account, send-only. You OAuth into the mailbox during onboarding (no DNS work, no DKIM/SPF setup), and chase emails go out from that real address. Replies land in your inbox normally — we never read them; we just notify you when one comes in. You can review and edit any draft before send for your first cycle, then auto-send once you trust it.
What if a client doesn't respond?+
The AI escalates on a cadence you set: email day 0, email day 3, SMS day 6, escalation flag day 9. Anything still outstanding by your close deadline lands on your reviewer's blocker list — never lost, never silently dropped.
Can I edit what the AI sends?+
Yes. Every template is editable per-firm; every individual draft can be reviewed in the workspace before send. Most firms turn on auto-send within two cycles.
Who can see my client data?+
Your firm's data is isolated per-tenant. We never share data across firms, and we never read your mailbox — Gmail/Outlook OAuth is send-only. Encrypted at rest and in transit. SOC 2 Type I in progress; HIPAA out-of-scope (we don't process PHI).
I'm a solo CPA. Will this be too heavy for me?+
No. CloseDesk has a solo mode that collapses the reviewer/operator distinction — you see one queue, one workspace, no team-management overhead. The product was designed with solo practitioners in mind from day one. If you're running a firm of one and chasing 20+ clients every month, you're the target user.
What will it cost when slots open?+
Under $200/month, flat — unlimited clients, unlimited seats. We'll lock in your price when your slot opens and never raise it after. No per-client charges, no setup fees, no per-seat surprises. Annual is two months free if you prefer that.
What if I want to cancel?+
Self-serve, from your billing page, takes about ten seconds. We export your full data archive (clients, threads, documents, audit trail) on the way out. No data hostage-taking.