Put Client Financial Management on Autopilot with LedgerDocs
Simplify the way you collect, manage, and collaborate on client financial documents with this cloud-based workflow! Streamline processes, share documents securely, and stay organized with this easy-to-use solution. Make client financial management a breeze with this powerful tool.
LedgerDocs’ cloud-based platform provides accountants and bookkeepers with a centralized and secure location for managing clients’ financial documents and records. You’ll have instant access, organization, and the capability to share critical financial information with clients and team members. With our powerful financial analytics and reporting tools, accountants and bookkeepers can use them for budgeting, forecasting, financial statements, and more! Save time, save money, and increase business.
Features for Efficient Bookkeeping
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
Document Management Designed for Efficiency
With LedgerDocs, your clients have multiple ways to upload documents – ensuring that important files are always received on time. Plus, they can add notes and tags to give documents context. Get your clients started and download our Client Introduction Guide PDF today!
Customize the application around each of your client’s needs for a smarter accounting system.
View Documents Up Close
See important transaction information up close in the Document Viewer.
QuickBooks Online Integration
Sync your LedgerDocs account to create and attach invoices and bills to your QuickBooks Online File.
Documents On Time
Multiple ways to upload, meaning you always have documents when you need them.
Connect Your Apps
Bridge the gap between your documents by syncing Dropbox and QuickBooks Online
Automated Document Requests
Automate your client document requests with LedgerDocs
Set a schedule to pull statements from banks & credit unions.
Designed by Accountants for Accountants
As a busy accountant, you want to ensure that when you sign on with LedgerDocs, you’ll be getting the best technology and customer service available. We are pleased to share some of our clients’ testimonials that highlight how LedgerDocs streamlines their processes, increases efficiency, and improves overall workflow.
Start your free trial today and learn how LedgerDocs is your best solution