Built for accounting firms, not single businesses

Accounting firm software built to manage every client, deadline, document, and dollar.

LedgerPro helps bookkeepers, tax preparers, and small accounting firms centralize bookkeeping, tax workflows, client documents, billing, and reporting in one simple dashboard.

Start Free Trial Book a Demo

14-day free trial. No credit card required. Setup takes less than 2 minutes.

Built for accounting firms

Client portal included

AI-assisted categorization

Secure document exchange

LedgerPro accounting firm dashboard showing client list, revenue charts and bookkeeping metrics

Saved per week on admin

Of clients in one dashboard

Faster month-end close

Setup cost to get started

Still running your firm from spreadsheets, email threads, and disconnected apps?

Client documents buried in email

Manual transaction cleanup

Missed tax deadlines

No clear workflow visibility

Time tracking separated from billing

Reports spread across multiple tools

Replace the chaos with one firm dashboard

One workspace for bookkeeping, tax prep, client collaboration, and firm operations.

Stop stitching together five different tools. LedgerPro connects the work your firm does every day. New to systemizing your practice? Start with our complete guide to accounting practice management.

Manage every client

A single source of truth for client records, entities, deadlines, and engagement letters.

Automate bookkeeping workflows

Bank feeds and AI categorization clear the busywork so you close books faster.

Collect documents faster

Request and receive documents through a secure client portal — no more email chasing.

Track work, time, billing & reports

Connect time tracking to billing and generate clean reports your clients understand.

Everything your firm needs, in one platform

From bank feeds to multi-entity reporting — the tools accounting professionals actually use.

Client management

Keep every client, contact, entity type, and engagement letter organized in one place.

Bank feeds

Connect client accounts and pull transactions automatically (integration placeholder).

AI categorization

AI-assisted suggestions clean up transactions so month-end takes minutes, not hours.

Financial statements

Generate P&L, balance sheet, and cash flow per client in a couple of clicks.

Tax prep workflows

Track every return by status and filing type with document checklists per client.

Client portal

Let clients upload documents securely instead of burying them in email threads.

Workflow automation

Month-end close templates and task tracking keep your whole team on the same page.

Time tracking

Log billable and non-billable hours by client and turn them straight into invoices.

Billing

Create invoices, track receivables and payables, and see payment status at a glance.

Multi-entity reporting

Consolidate reporting across entities for firms managing complex client structures.

Secure document exchange

Encrypted document storage and requests built for accounting professionals.

Client collaboration

Keep communication, notes, and requests attached to the right client record.

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Loved by firms that were drowning in busywork

“I went from juggling spreadsheets and a dozen email threads to running everything from one dashboard. I picked up six new clients without hiring.”

Dana Whitfield

Independent Bookkeeper

“Month-end close used to eat my weekends. With workflow templates and AI categorization my team closes books days earlier — nothing falls through.”

Marcus Hale

Owner, Hale & Co. Accounting

“During tax season the client portal alone saved us. We can see exactly which documents are missing per client instead of scrambling at the deadline.”