Introducing LedgerTax

Your best friend during the busy tax season

What is it?

LEDGERTAX is the latest major addition to the LedgerDocs platform. We’ve taken the core elements from LedgerDocs’ powerful file management system and tailored it to fill the needs for filing your clients’ taxes.

Here is how LedgerTax works


You send your tax client a unique email address

The client scans, snaps a photo or forwards by email their tax documents

When the documents arrive to their LedgerTax folder you are notified via email

Pricing for LedgerTax


All plans include

  • 1 Full Year Access
  • Dropbox Integration
  • ScanSnap Integration
  • iPhone & Android App
  • Live Dashboard
  • Daily Summary of Activity
  • User Audit Trail
  • Secure File Sharing
  • Daily Backups & Encryption
  • Telephone & Email Support

LedgerTax helps you

SAVE TIME

Automate tasks & create reminders

PROVIDE SECURITY

Bank level encryption

EARN MORE

Increase Your billable output

PLAN YOUR DAY

Live dashboard shows latest activity

MAKE CLIENTS HAPPIER

No more lost documents

STORE & FILE

Everything is on cloud & a click away

Try LedgerTax Now!

Make life easier for you and your clients. Use LedgerTax and have a unique advantage this tax season!