About LedgerDocs

LedgerDocs is an online document management solution that helps businesses securely store, organize, and share their financial documents in the cloud.

Happy accountants

The Simple, Smart, All-inclusive, And Customer-Centric Document Management Solution. Built For Accountants By Accountants.

As bookkeepers and accountants, we understand the struggle companies face when managing their important documents and information. We are passionate about helping businesses organize and manage their records in an efficient and secure way. We want to show you how to make the most of managing your documents and information and how to use them to your advantage.
With the increasing amount of digital data and the need for secure data storage, we saw an opportunity to create a solution that is tailor-made by accountants and bookkeepers for accountants and bookkeepers. Our comprehensive solutions are intuitive and easy to use, so you can make the most of managing your documents and information and use them to your advantage.

Working on bookkeeping documents

Our Mission and Vision

Our mission is to provide an innovative document and management platform that simplifies clients’ lives and promotes business growth. LedgerDocs combines outstanding customer service with cutting-edge technology to make this a reality.

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Our Technology

LedgerDocs modernizes bookkeeping, offering a secure, centralized cloud solution for storing, organizing, and accessing financial documents. Our AI-powered bookkeeping technology is designed to reduce time-consuming, inefficient, and error-prone manual processes, helping bookkeepers, accountants, and their clients streamline their financial management. 

Female bookkeeper looking at computer
Our Team

Our Team

LedgerDoc’s customer service-focused team sets a high standard in the industry. Our dedication to providing exceptional support and our commitment to continuous improvement makes us a valuable partner for everyone looking for a reliable and user-friendly experience. Work with us and see how we are different in the best way.

Revolutionizing the Document Management System: How LedgerDocs Transformed a Business

LedgerDoc’s case studies showcase our innovative solutions in action. See how LedgerDocs helps real-world clients streamline their financial operations and increase efficiency.
Discover the challenges our clients faced, the custom solutions we provided, and the impressive results achieved.

LedgerDocs for Taxes

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LedgerDocs Online Bookkeeping Service for Small Businesses

Whether you’re a sole proprietor or a part of a growing team, LedgerDocs is the perfect solution for small companies. This platform streamlines your accounting workflows and saves time from tracking expenses to generating invoices. Amy’s Flower Shop uses LedgerDocs and can now add two more locations.

LedgerDocs for Large Companies

Our cutting-edge financial management platform is designed specifically for large companies. The benefits are plentiful. Streamline financial document management and bookkeeping processes, reducing errors and increasing efficiency.

It automates tasks, streamlines processes, integrates with existing systems, and ensures compliance and security of financial data. Corporation XYZ uses LedgerDocs and loves the real-time financial insights that have provided faster decision-making and growth.

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Whether you’re a sole proprietor or a part of a growing team, LedgerDocs is the perfect solution for small companies. This platform streamlines your accounting workflows and saves time from tracking expenses to generating invoices. Amy’s Flower Shop uses LedgerDocs and can now add two more locations.

Our cutting-edge financial management platform is designed specifically for large companies. The benefits are plentiful. Streamline financial document management and bookkeeping processes, reducing errors and increasing efficiency.

It automates tasks, streamlines processes, integrates with existing systems, and ensures compliance and security of financial data. Corporation XYZ uses LedgerDocs and loves the real-time financial insights that have provided faster decision-making and growth.

See What Our Customers Have to Say About Streamlining Their Bookkeeping with LedgerDocs!

With LedgerDocs, you can easily manage, access, and share documents from anywhere with just a few clicks – and our customers love it!

FAQs

We love transparency and aim to answer your questions even before they pop into your head! Take a few minutes to check out the most frequently asked questions, and if you don’t see what you need, feel free to contact us at 855-998-3041 or email us here! 

LedgerDocs is a cloud document management system that helps small businesses, freelancers, and entrepreneurs to manage their financial documents. It is an easy-to-use tool that allows users to request and upload documents, and collaborate with their team members and clients.

You can get started with LedgerDocs by signing up for a free trial. Just follow the steps on the website and you can start  organizing your financial documents right away.

Yes, LedgerDocs has a subscription-based pricing plan with monthly and annual plans. You can choose the plan that best suits your business needs. 

The most popular file formats our users work with are PDF and images, but LedgerDocs is compatible with all other file formats typical for the bookkeeping and accounting industry. 

LedgerDocs uses the highest level of security standards, including encryption, two-factor authentication, and data backups. Your data is kept safe and secure at all times. 

Yes, LedgerDocs has a mobile app which is a great tool for scanning documents on the go, receiving instant notifications, and engaging in document-specific conversation by adding and responding to notes.  It is available for both Android and iOS devices.

LedgerDocs offers a live chat online help articles, tutorials, and a customer support team that is available to answer any questions you may have. You can also contact us by email. 

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

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Women on the phone

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