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Streamline Your Document Management System

LedgerDocs – the Secure and User-Friendly Software Solution.
LedgerDocs is recognized as the ultimate workflow solution for seamlessly gathering, organizing, and collaborating on financial documents within the cloud, safely and securely.

Two bookkeepers using document management features

Effortlessly Manage Your Documents
with Security and Ease

Tired of sifting through stacks of paper documents or struggling to keep track of your digital files? Say goodbye to those headaches and hello to a more efficient way of working.
With LedgerDocs software, you’ll have all your documents in one central location, accessible from anywhere there is an internet connection.
No more juggling multiple apps or worrying about security breaches. Stay on top of your financial documents without spending hours manually entering data.

Private Folders
Private Folders

Private Folders Make Collaboration a Snap

Folders let you and team members access and manage documents from anywhere with an internet connection. You can add users, customize each folder’s access levels, and remove them at any point. Plus, your data is backed up regularly, reducing the risk of data loss. Create new folders. Subdivide current folders. Stay ultra-organized.
Document Management

Document Management

LedgerDocs’ improves the way you manage your documents. The enhanced features, such as the ability to add tags, notifications, and notes within each document, continue to keep you organized. Security components such as access controls, and backups will protect sensitive information. Electronically saved records will help meet legal and regulatory requirements by providing a secure and auditable record of all document activity.
Document Management
Search & Duplicate Detection

Powerful Search &
Duplicate Detection

Quick Search lets you visually search documents in folders by file name and notes, while Advanced Search helps you find accounting documents by date, folder, file name, and tag. Duplicate detection removes duplicates, saving you time and effort!

Get on board and see how quickly old-time manual processes become a thing of the past.

Email Upload

Email Upload

Once you create a unique email address for each company, you can upload documents using a smartphone or email. Upload content, records, receipts, and more at any time, from anywhere. As soon as you start uploading documents through LedgerDocs’ email feature, you’ll realize how it can save you time in both the short and long term

Email Upload
Smartphone App
Smartphone App

Smart Phone App

Our LedgerDocs app lets bookkeepers and clients upload and share documents on the fly. Just snap a photo, choose the company, and upload to LedgerDocs. The improved user interface streamlines document management and collaboration for both parties.
Merge and Convert PDF’s

Merge and Convert PDF’s

LedgerDocs’ user-friendly document management solutions make it easy to merge and convert PDFs without having to use any additional tools. Split one PDF into multiple documents when you need to isolate specific information. Or conversely, you can merge two PDFs into one! LedgerDocs is so PDF-friendly that you can turn documents into PDFs or PDFs into documents. It truly is the Best Document Management Software for Accounting and Bookkeeping Professionals!
Merge and Convert PDF’s

Start your free trial today and learn how LedgerDocs is your best solution

Women on the phone

Commonly Asked Questions

Welcome to the LedgerDocs FAQs, your one-stop resource for all the information you need to make the most out of our document management system.

Encryption is the key. LedgerDocs uses 256-bit SSL encryption to secure all data transmissions between your computer and the LedgerDocs servers. It is also the two-factor authentication that ensures only authorized users have access to the system.

Regular backups are performed daily. You can be confident in knowing all data is recoverable in case of a disaster or other data loss event.

LedgerDocs employs strict access control measures to ensure only authorized users have access to the data they need to perform their job.

Lastly, LedgerDocs is compliant with various data protection laws, including GDPR and PIPEDA, and undergoes regular security audits and assessments to maintain compliance and ensure the security of your data!

Migrating your existing data from manual systems to LedgerDocs’ cloud-based software can be relatively easy. It will depend on if your company files are spread across multiple systems and formats.

Paper documents and other physical documents can be scanned and uploaded in minutes. Digital documents can be transferred seamlessly once connected with LedgerDocs.

With LedgerDocs, you can invite multiple users to your account, assign them different roles and permissions, and collaborate with them on documents in real time.

Plus, you can share documents with other users and set up automatic notifications to keep everyone updated on changes to the document.

Users can also leave comments and feedback on documents to facilitate collaboration and streamline the review process.

There are several benefits over a manual system, including

  • Efficiency from AI automation
  • Accessibility because it is cloud-based
  • Multiple layers of security
  • Saves time, therefore, saves money
  • Integrates with popular accounting software

In the short and long term, LedgerDocs’ cloud-based document management system improves the process of decision-making and strategic planning.

The LedgerDocs document management software offers a variety of features and tools that can be customized to meet the needs of different business types. For example:

  • Integration with accounting software
  • Customizable templates
  • Document management features, including custom tags, folders, and document types.

Yes – our mobile app allows users to upload and access financial documents on the go.

Of course. We encourage it and know that one of the key features is the collaboration tools that are built into the system.

There are several convenient 24/7 support options available for our customers.
  • Knowledge Base: Our extensive knowledge base provides detailed instructions, articles, and videos to assist clients with how to use the platform.
  • Email Support: You can contact us for support by sending an email to The support team will respond as quickly as possible.
  • Live Chat: If you have a quick question or need immediate assistance, use the live chat feature.
  • Phone Support: You can also call us directly at (888) 544-0306. This is a toll-free number for our customers in North America.
  • Video Tutorials: Check out our video tutorials that will walk you through the easiest ways to use the platform.
  • Community Forum: Join our community and utilize the forum where customers can connect with one another and share experiences and insights.

Do You Have a Question?

Let us guide you through its powerful features and answer any questions you might have.

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