CPA ready
Stop rebuilding the year for your CPA.
Capture Tracker keeps books, workpapers, evidence, and review items connected as activity happens—so year end becomes a handoff, not a reconstruction.
Month-end close
A period closes when the accounting is ready.
Unreconciled accounts, unresolved activity, payroll differences, and missing evidence remain specific, resolvable blockers.
- 01
Books current
- 02
Reconciled
- 03
Close checks
- 04
Closed
2 blockers remaining
Savings reconciliation · owner transfer
Year-End Flight Check
The record is checked before the package leaves.
Capture Tracker organizes and checks record-based facts, then names anything that still needs owner or CPA review. The outcome is Ready for CPA—never “tax return ready.”
- Books
- Owner activity
- Basis
- Payroll
- Benefits
- Assets
- A/R + A/P
- Mileage
CPA package
Sample data- Financial statements
- General ledger
- Reconciliations
- Owner workpapers
- Basis
- A/R + A/P
- Mileage
- Document index
Protected PDF · CSV · ZIP
CPA read-only access
Your accountant can review the books. They cannot change them.
You grant, track, and revoke access. Documents are shared separately, and consequential accounting authority stays with the owner.
- 01
Owner grants access
- 02
CPA reviews
- 03
Owner retains decision control