Accelerate your monthly financial close process and PrepDD

Streamlined Financial Workflows


Hear our experts discuss best practices for accelerating your financial close.

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Streamline and rev up your finance and accounting team's operational efficiency.

A unified platform to accelerate your financial close, organize PBCs, manage internal controls and simplify due diligence.

We all know of the Holy Grail of “continuous close”. A few companies are getting close to it, but for most companies, the reality remains firmly within the monthly financial close. But at the very least, shouldn’t we strive to speed it up? PrepDD’s clients have demonstrated that smart technology and some rigor can quickly shave several days from the monthly close schedule. Those are days that you can recover for other priorities or as a cost saving.

PrepDD facilitates this by combining collaboration, task management and calendaring with deep integration with your GL, your spreadsheets and your ERP. You can be up and running in a matter of hours and fine tune your workflow over time… and in the process you get an extensive audit trail and documentation for your audits.




Collaborate internally and externally with stakeholders

  • Align disparate teams
  • Organize shared data to ensure visibility and accessibility
  • Easily check the status of each task e.g. Not Started, Finished, Rejected Delivered, Complete

Use pre-built templates or build your own from scratch

  • Use PrepDD’s pre-built project templates to quickly get started
  • Modify each task to fit your team’s workflow
  • Easily drag and drop your internal task spreadsheet into PrepDD

Link Task Dependencies

  • Link and organize each task to ensure proper workflow
  • Set each task to be due within hours instead of days
  • Filter by priority levels ensure immediate attention is given to high priority tasks
  • Assign each task to team members to ensure accountability and transparency

Integrate with your GL

  • Pull transaction data from your General Ledger
  • Perform in-app reconciliation
  • Summary view to quickly identify financial discrepancies and PrepDD

Streamlined Financial Workflows



Expedite your close process
Speed: Automate and accelerate your team's close
Use our reconciliation dashboard to ensure your general ledger ties out
Audit Ready
Built-in features to enforce segregation of duties, documented sign-offs and workpaper repositories

"Ran my period close and now interim audit requests through PrepDD, it's been a lifesaver..."

Nirav Shah, CPA

Controller, Healthjoy

Building a future ready firm

The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your firm into the digital arena – enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about PrepDD from, please contact our team at or by calling 1.855.855.5CPA.

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