Built for businesses, bookkeepers and accountants to collaborate
* No credit card required
"collaboration between the professional and clients much simpler"
"tailored to the needs of small businesses"
"designed specifically for accountants and bookkeepers"
Collaborate on Important Accounting Documents
LedgerDocs streamlines the bookkeeping and accounting process by giving businesses an online document management system to collaborate with their bookkeepers and accountants on important accounting documents.
LedgerDocs account owners can securely share files with clients and co-workers in seconds - no more passing important documents back and forth via email or flash drives. But LedgerDocs is more than just file sharing. It's a way to collaborate on accounting documents with your entire team, and have conversations right down to the document level.
We know collecting accounting documents is half the battle. Users can easily upload files into LedgerDocs for online storage using four methods: Take a photo of purchase receipts with any smartphone and email it to a custom LedgerDocs email address for each company that is set up. You can also use the dedicated iPhone app, or desktop computer users can sign into LedgerDocs and upload multiple documents directly. Alternatively Existing Dropbox users can connect to LedgerDocs for seamless syncing of important accounting documents.
View Documents at a Glance, and Find in Seconds
Missing accounting documents at any time of the year can be very stressful and harmful to the bookkeeping of your business. This is why we created our advanced document viewer along with many search functions.
This online document viewer allows users to view their files within the application, while being able to quickly manage, share, and collaborate, all from one screen. To find specific documents, users can visually search through thumbnail documents within their custom filing cabinet, or use the Advanced Search feature.
LedgerDocs is helping many businesses have a more efficient accounting system. Accountants and bookkeepers are receiving their client's important documents on time while their bookkeeping is now more accurate and up to date. These businesses are reaping the benefits of the many tools our online application provides. See some testimonials below from our customers.
It's a great organizational tool for filing documents. It also provides access for my clients to upload their receipts minimizing the effort to collect these.
I easily upload receipts as I get them & my bookkeeper does the rest, fantastic app.
Renaissance Painting & Restoration
LedgerDocs has been a great tool for me to use with my clients. It provides a secure way of transferring key files between myself and my clients...