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Seamless Workflow & Collaboration Tools

Accountants and bookkeepers need efficient workflow and collaboration tools to manage their finances and accounts more easily and effectively. With the right tools, they can streamline their processes and collaborate with clients more effectively.

Bookkeeper and client collaborating

Streamline your Document Collaboration and Bookkeeping Workflow with ease!

LedgerDocs allows for easy collaboration with features such as document sharing, commenting, and tagging. This ensures that everyone will be up-to-date with the latest developments, reducing communication gaps and speeding up the decision-making process. It is workflow software that actually helps manage projects and improve efficiency.

Bookkeeper Collaborating
Bookkeeper Collaborating

Workflow Management Software

LedgerDocs can automate document requests and eliminate the back and forth with clients using note mentions to build conversation history around documents – all searchable! It will keep track of changes made to a document, including who made what changes and when.
The commenting and annotation tools allow everyone to share insights and notes, encouraging communication and collaboration between team members and clients. Discover how easily document collaboration elevates interactions and results.

Scheduled Reminders & Document Requests

Scheduled Reminders & Document Requests

Clients are often the source of the necessary information for bookkeepers to complete their tasks. Scheduled reminders are an effective tool to help clients stay on track with their deadlines without constantly having to manually follow up. This simple feature ensures bookkeepers have the latest information required to meet critical deadlines. Document requests are also an excellent way to automate. Once set up, it will prompt clients to provide records or information needed to complete a task on time. Scheduled reminders and automated document requests increase productivity, improve client collaboration, yield better data organization, and enhance compliance with relevant regulations and standards.
Scheduled Reminders & Document Requests
Accounting Workflow – Task Scheduling
Accounting Workflow – Task Scheduling

Task Scheduling – Coming Soon

We’re very excited about our newest feature – Task Scheduling!
Task scheduling is full of immediate and long-term benefits. Pre-scheduled tasks will lead to improved performance in more than one way. When assignments are scheduled and executed at the appropriate time, the system will utilize the system’s resources more efficiently. Scheduling services for low usage times manage processing power, memory, and storage.
You will experience better data management through increased automation, reliability, and scalability!

Note Mentions & Notifications

Note Mentions & Notifications

“Note Mentions” and “Notifications” are two features we provide that help users stay organized and informed about pertinent financial activities. “Note Mentions” allows you to reference specific users related to transitions and invoices. Once mentioned, the recipient will receive an alert. “Notifications” send information regarding various activities, such as a new invoice that has been developed or when a payment has been received. These simple features make it easier for team members to collaborate and stay informed.

Note Mentions & Notifications

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Women on the phone

Questions You May Have on Collaboration and Workflow Management

It’s pretty simple. Once you’re logged in, click on the “Upload” button. Select the type of document you are going to upload (e.g., invoice, receipt, bank statement, etc.). Upload from your computer or drag and drop it onto the upload screen. Multiple files can be uploaded at once by clicking on the “Choose Files” button.

The types of bookkeeping documents that are commonly uploaded are:

  • Invoices (including purchase invoices, sales invoices, and credit notes)
  • Receipts (for expenses such as office supplies, travel expenses, meals, and entertainment)
  • Bank and credit card statements
  • Bills (for expenses such as rent, utilities, and subscriptions)
  • Contracts and agreements (as related to the business)
  • Payroll information (such as time sheets and wage information)
  • Tax documents (such as @-2s, 1099s, and other tax forms)

Yes, and all you have to do is to invite them to join your LedgerDocs account and grant access to specific folders or documents. Once they accept the invitation, they will be able to view, edit, and comment as needed. This will save time, improve communication, and ensure everyone is on the same page when it comes to managing financial documents.

Yes, as an administrator or owner of the company’s account, you can manage user roles and set up permissions that determine what each user or group can do within the account. You can also set up restrictions on specific actions, such as preventing users from editing or deleting files.

LedgerDocs offers integrations with a number of accounting and business software platforms, making it easy to streamline and automate your document management processes. The exact steps and requirements for integrating LedgerDocs with other software platforms may vary depending on the specific software you are using and the integration method you choose. The LedgerDocs website and support team should be able to provide more detailed guidance based on your specific needs.

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