Document Collaboration Software for Accountants & Bookkeepers

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

Introducing LedgerDocs​

LedgerDocs is an online document management system for collecting, managing & collaborating on bookkeeping documents.

Thousands of accountants and bookkeepers across North America use LedgerDocs with their clients. Clients can easily upload all their important financial documents and connect direct to their desired accounting software.  This means receiving documents faster, with context, all in one online location!

LedgerDocs is the only document management and receipt capture app that is made specifically by bookkeepers and accountants, for bookkeepers and accountants.

We believe in allowing you control to customize your experience, all while automating the task of collecting documents, bank statements, bills, and receipts and entering them into the accounting software of your choice.

File, rename, tag, and markup files at the document level
Powerful search so you never lose anything
Multiple ways to easily upload any type of file

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 More Efficient Bookkeeping

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

Bank Fetching

Set a schedule to pull statements from banks & credit unions.

QuickBooks Online Integration

Sync your LedgerDocs account to easily create and attach invoices and bills to your QuickBooks Online file.

Automated Document Requests

Automate your client document requests with LedgerDocs to never have the anxiety of having to constantly remember and remind your clients on what you need from them.

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.



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.

Ready to reduce time spent on bookkeeping?

Ready to reduce time spent on bookkeeping?