Every LedgerPro feature is designed around how firms actually work — managing many clients, deadlines, and documents at once.
Bookkeeping that stops the manual cleanup so your team can focus on advisory work.
Keep every client, contact, entity type, and engagement letter organized in one place.
Connect client accounts and pull transactions automatically (integration placeholder).
AI-assisted suggestions clean up transactions so month-end takes minutes, not hours.
Generate P&L, balance sheet, and cash flow per client in a couple of clicks.
Keep returns, documents, and client communication organized through every deadline.
Track every return by status and filing type with document checklists per client.
Let clients upload documents securely instead of burying them in email threads.
Month-end close templates and task tracking keep your whole team on the same page.
Log billable and non-billable hours by client and turn them straight into invoices.
Turn the work your firm does into time, invoices, and reports clients understand.
Create invoices, track receivables and payables, and see payment status at a glance.
Consolidate reporting across entities for firms managing complex client structures.
Encrypted document storage and requests built for accounting professionals.
Keep communication, notes, and requests attached to the right client record.
Spin up a workspace pre-loaded with sample data and explore the full platform in minutes.
14-day free trial • No credit card required