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Document Management For
Accountants & Bookkeepers

A simplified workflow to collect, manage & collaborate on client financial documents in the cloud

Introducing LedgerDocs​

Give your clients the ability to share, store, and manage their important accounting documents in the cloud. This means receiving documents faster, with context, all in one online location!

Clients can choose multiple ways to upload documents, meaning you always receive important files on time. They can even add notes and tags to give documents context. See how your clients can start using LedgerDocs today by downloading our Client Introduction Guide PDF.

Features For Accounting

Customize the application around each of your client’s needs for a smarter accounting system with features that you and your client will love.

Documents On Time

Multiple ways to upload, meaning you always have documents when you need them.

View Documents Up Close

See important transaction information up close in the LedgerDocs Document Viewer.

Connect Your Apps

Bridge the gap between your documents by syncing Dropbox and QuickBooks Online.

It is so easy to take a picture of my receipts and upload them directly to my bookkeeper. The best thing is that once I upload it, I really don’t need to deal with the document anymore.

JEFF MAERTZ

COLOURED CEDAR PAINTING

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.

Dayna Holland

Invictus Accounting Group Inc.

Smarter client collaboration