Our Story

  • Founded LedgersOnline

    Year - 2002

    Once graduated as a Chartered Accountant, Wayne spent years gaining experience within the accounting industry before setting up his own practice. Frustrated with the tedious and time-consuming task of bookkeeping, he assembled a team of financial and technology professionals and created LedgersOnline, an online service which would allow for their bookkeeping staff to access their clients’ accounts remotely. Something that in 2002, was ahead of its time.

  • Utilizing the Cloud

    Year - 2003

    After a great deal of research, the LedgersOnline team began hosting their first desktop accounting application, Intuit’s QuickBooks. At this point, cloud computing was a term that was never before heard in the accounting industry and this was a revolutionary move that would enable LedgersOnline’s clients to access the same accounting file as their bookkeeper. This not only made collaboration between bookkeeper and client easier, it also enabled the client to lower their overall accounting costs. Continued growth and success followed with this business setup.

  • Built "The Portal"

    Year - 2010

    With almost 8 years of running his own accounting practice, Wayne noticed a fundamental flaw in how bookkeepers and their clients shared information. With the advancement of cloud technology he decided to hire a team of technology experts to design an internal document management system. The system was named “The Portal” and the new interface meant LedgersOnline was no longer limited to their Vancouver location, but was able to work with clients throughout North america and beyond.

  • Released LedgerDocs Beta

    Year - 2011

    LedgerDocs Beta


    With the great success Wayne saw using The Portal in LedgersOnline, he decided that this document management system could help other firms overcome their own problems in receiving and managing client documents. At this point, Wayne and his team decided to rename the application to “LedgerDocs” and released it to the public.

  • Early Adoption

    Year - 2012

    With an overwhelming interest in LedgerDocs, there was an obvious need for an application that would help clients and bookkeepers work together in a more streamlined fashion. Using the feedback of bookkeepers, accountants, and business owners, the LedgerDocs team started working on a number of features that would help to streamline the overall bookkeeping process even more.

  • iPhone App

    Year - 2012

    As a first step into mobile apps, the LedgerDocs development team decided to release their first mobile application using Apple's iOS system. The LedgerDocs iPhone app would allow users to take a picture of their important financial documents, while giving them the ability to add notes, tags, and other important information to provide context behind the source document.

  • Innovation Award Nomination

    Year - 2014

    LedgerDocs Innovation Award Article


    LedgerDocs was nominated for a CPA Practice Advisor Tax and Accounting Technology Innovation Award. An annual award ceremony, which recognizes technology vendors serving the tax and accounting professionals with exceptional product development.

  • Released Dropbox Integration

    Year - 2014

    Leader in file storage, Dropbox became the first integration for LedgerDocs. This integration combined the collaboration features of LedgerDocs and the powerful file sharing tools of Dropbox allowed for a unique way to share financial information.

  • Android App

    Year - 2015

    With mobile apps becoming more and more popular, LedgerDocs decided to release an Android application that would allow for users to capture, tag, and upload documents directly to their LedgerDocs account. This made sharing documents even easier as users can snap a picture of their receipts and other information as soon as they received it.

  • QuickBooks Online and Apps.com

    Year - 2015

    LedgerDocs QuickBooks App


    An official release of LedgerDocs's second integration came after some time in beta with the announcement of their entry into the Intuit App store. With over 470,000 documents uploaded and 1,100 users to date, the integration allowed for a seamless process of receiving documents and creating transactions in one simple click, while never having to leave the LedgerDocs interface.