Help
How can we help?
Step-by-step guides for everyone who uses CloseDesk, and answers to the problems people run into most.
Guides by role
Pick what you do in CloseDesk. Your admin sets your access level; it shows under your name at the bottom of the menu.
StaffYou prepare, review or approve tasks in the functional areas where you hold a role.Read the guides →
Staff managerYou run the close for the team: you see everyone’s work and can move any task on.Read the guides →
Admin and super administratorYou set up the account: people, companies, plan and backups, plus everything the other levels can do.Read the guides →
System configuratorYou look after how CloseDesk is set up for each company, without doing close work.Read the guides →
System auditorYou review who did what and how secure the account is. You can read, but not change anything.Read the guides →
Platform admin and ITYou run CloseDesk itself: the service at closedesk.in, or a copy on your own server.Read the guides →
Guides by topic
Getting started
Signing in, two-factor sign-in, your profile and setting up an account.
Close work
My Workarea, closes, sign-off, comments, reassigning and reports.
Balance sheet reconciliation
Chart of accounts, trial balance import, Tally and Zoho Books.
Settings and administration
People, access levels, roles, calendar, templates, backups and plans.
Audit and security
Audit log, security checks and the sign-in policy.
Running CloseDesk
The platform admin console, sign-in providers and your own server.