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.
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.
JEFF MAERTZ
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.