Close checklist: manage month-end close across clients

Overview

The Projects section is where you can manage your clients' month-end close. Select a client, then select the project and period to open its Close checklist.

Within a client's Close checklist:

• All tasks: view tasks for the selected project and period, grouped by Status, Group, or not grouped.
• Assigned to you: view tasks assigned to you.
• Complete tasks you have permission to edit. If you need additional access, ask a Console Admin to update your client access. If the required permission is not available to your firm, ask the client to update the firm's permissions. See Advisor Console roles and permissions.