Tired of Chasing Client Documents? Automate Your Document Management.
Struggling to get timely documents from clients? Stressed about deadlines due to waiting on critical info? Leave it to LedgerDocs to automate your document collection.
Built For Bookkeepers and Accountants
We’re not just your typical tech developers – our team is made up of real-deal bookkeepers and accountants. We empathize with the stress of looming deadlines with zero client documents in sight. LedgerDocs with streamlined workflows for easy document collection and management. No more last-minute panics – just what you need, when you need it, to meet
Automate Document Requests & Reminders
Clients are often the gatekeepers of the information bookkeepers need to complete their tasks. Chasing down the documents with this information can feel like a full time job. LedgerDocs Scheduled Reminders & Document Requests acts like your personal assistant – gently nudging your clients to provide the necessary records until it collects the documents you need.
Automate Email Uploads with Forwarding Rules
Convenience is our priority. With LedgerDocs, you can create unique, easy-to-remember email addresses for each company, allowing your clients to easily upload documents directly via email. Subject lines and additional text are captured and stored as notes, ensuring everything remains searchable and accessible.
Simple Collaboration with Document Notifications
Communication is key, and LedgerDocs makes it easier than ever. Say goodbye to cluttered inboxes and endless email chains. Communicate with your team or clients directly at the document level, add notes, tags, and trigger timely responses using our note flagging feature. Keep your team and clients in sync, ensuring nothing gets lost in the shuffle.
Integrations to Digitize Documents and Automate Data Entry
Let LedgerDocs take the load off your shoulders. Our platform seamlessly integrates with Scansnap and Canon, connecting directly to QuickBooks. Effortlessly digitize and upload documents into LedgerDocs, then extract and post data directly into QuickBooks, all within one simple process.
Merge and Convert PDF’s without Additional Software
Merge and split PDFs with precision, and effortlessly convert image files, all within our intuitive platform.
Need Help Getting Set Up?
Experience LedgerDocs’ White Glove service: we’ve got your back with staff invites & easy account allocation, personalized setup, company creation, slick folder templates, and even custom emails for your crew.
Start your free trial today and learn how to automate document collection with LedgerDocs
