Automate Your Onboarding with our White Glove Service
Introducing our White Glove Service, an exclusive offering designed to get you and your clients up and running faster with a dedicated team member guiding you every step of the way. You’ll receive personalized support from our customer success team to ensure a smooth transition to LedgerDocs’ document management bookkeeping software.
With cloud accounting and bookkeeping cloud-based tools, you can automate bookkeeping tasks, sync bank transactions, and collaborate with your accountant or bookkeeper online—all while ensuring that your organizational documents are securely stored and easily accessible.
Free Up Your Time with a Smarter Workflow
Our White Glove Service reaffirms LedgerDocs’ commitment to delivering a high-quality, personalized experience for your bookkeeping and accounting firm. We help you optimize your accounting workflow automation by reducing the learning curve associated with new software, freeing up your time so you can focus on what matters most—your clients.
Personalized Account Setup
Our dedicated support team will help tailor your LedgerDocs account to your unique business structure. We’ll handle everything from creating your companies and upload email addresses to adding staff and clients. With QuickBooks Online integration, we’ll also set up seamless workflows, helping you automatically download bank transactions, auto-fetch bank statements, and import bank transactions to Excel—all within one platform.Client Onboarding & Training
One of the most time-consuming parts of implementing cloud bookkeeping software is training your clients. Let us do the heavy lifting! We provide a custom training package for your clients, teaching them how to use LedgerDocs’ app to digitize receipts and submit financial documents in a way that suits your workflow. With our OCR receipt scanner and OCR invoice processing, you can automate data extraction from invoices and reduce manual data entry—leading to faster, more accurate bookkeeping.Time Saving Tips & Workflows
Our support team will help configure your account for maximum efficiency. From custom tags and note mentions to optimizing your document digitization process, we’ll ensure LedgerDocs is aligned with your firm’s processes.Hear from happy bookkeepers who
used our white glove service
We are confident we can help you get LedgerDocs implemented faster and successfully rolled out in your firm. Hear from some of our happy users below.
Start Your Free Trial Today
Get started with LedgerDocs’ AI-powered document management bookkeeping software and discover how it can automate bookkeeping tasks, sync bank transactions, and optimize your workflow.
FAQs
LedgerDocs automates data extraction from invoices and receipts using OCR technology, reducing manual data entry and improving efficiency. It also integrates with QuickBooks Online for seamless cloud accounting workflows.
Yes! LedgerDocs allows you to automatically download bank transactions and auto-fetch bank statements, keeping your clients bookkeeping documents up to date without manual uploads.
LedgerDocs offers an OCR receipt scanner and OCR automated data entry tools that extract key details from receipts and invoices, helping businesses go paperless.
Absolutely! Our cloud bookkeeping software allows real-time collaboration, so you and your accountant can access and organize documents from anywhere.
