Document Management For
Accountants & Bookkeepers
A simplified workflow to collect, manage & collaborate on client financial documents in the cloud
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.
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.
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.