Run Your Accounting Practice Smarter, Not Harder
All-in-one client portal with document management, e-signatures, payments, AI assistant, and white-label branding. Join 2,000+ accountants who've modernized their practice.
Everything Your Firm Needs
From client onboarding to payment collection, LedgerClientSuite handles it all so you can focus on what matters most.
Client & Household Management
Organize clients into households with multiple members sharing access. Track relationships and manage contacts effortlessly.
Secure Document Portal
Upload, share, and organize tax documents with bank-level encryption. Auto-track expiring documents like licenses and certificates.
Invoicing & Payments
Send professional invoices and accept payments via Stripe. Automated reminders and subscription billing included.
DocuSign E-Signatures
Send documents for signature directly from the platform. Track status in real-time with webhook notifications.
AI Smart Assistant
Context-aware AI helps clients with their documents, invoices, and tasks. Admins get platform-wide insights instantly.
White-Label Branding
Customize colors, logos, and styling to match your firm's brand. Create a seamless client experience.
Client Intake Forms
Build custom intake forms with 9+ field types. Collect client information and documents efficiently.
Reports & Analytics
Track revenue, client activity, and task completion. Generate PDF invoices and detailed reports.
How It Works
Get up and running in minutes, not days. Our streamlined workflow helps you hit the ground running.
Create Your Firm Account
Sign up in under 2 minutes. Customize your branding, upload your logo, and set your firm colors. Your clients will see YOUR brand, not ours.
- Custom branding & logo
- Up to 5 team members free
- Secure SSL portal
Invite & Onboard Clients
Send intake forms via email. Clients create their own accounts and can immediately upload documents. No manual data entry.
- Custom intake forms
- Self-service client signup
- Automatic household creation
Collaborate Securely
Share documents, assign tasks with deadlines, and communicate through a secure portal. All files are encrypted and access-controlled.
- Bank-level encryption
- Document locking until paid
- Task management system
Get Paid & Grow
Send invoices, collect e-signatures, and accept payments—all automated. Track analytics, send automated reminders, and focus on growing your business.
- Stripe payment processing
- DocuSign integration
- Automated email reminders
Plans for Every Practice Size
Start free, upgrade as you grow. All plans include a 14-day free trial with no credit card required.
Starter
Perfect for new practices
- Up to 10 clients
- 5GB document storage
- Basic invoicing
- Email support
- Client portal access
Growth
For growing firms
- Up to 50 clients
- 15GB document storage
- DocuSign integration
- AI Smart Assistant
- Custom branding
- Priority support
Professional
For established practices
- Up to 100 clients
- 25GB document storage
- All integrations
- Advanced analytics
- Custom branding
- Priority support
Business
For larger firms
- Up to 500 clients
- 75GB document storage
- All integrations
- Advanced analytics
- Dedicated support
- API access
Enterprise
For large practices
- Up to 1,500 clients
- 200GB document storage
- All integrations
- White-glove support
- Dedicated account manager
- API access
Custom
For enterprise needs
Custom pricing
- 1,500+ clients
- Unlimited storage
- All integrations
- Custom development
- 24/7 dedicated support
- SLA guarantee
All plans include a 14-day free trial. No credit card required. Cancel anytime.
Quarterly & annual plans auto-renew. You can switch to manual renewal in your account settings.
Trusted by Accounting Professionals
See what our customers have to say about their experience with LedgerClientSuite.
"LedgerClientSuite transformed how we manage client relationships. Document collection that used to take weeks now happens in days."
"The AI assistant alone saves us hours each week. Clients love the instant help with their questions."
"Finally, a platform that understands what accounting professionals actually need. The e-signature integration is seamless."
Have Questions?
We'd love to hear from you. Send us a message and we'll respond within 24 hours.
Ready to Transform Your Practice?
Join 2,000+ accounting professionals who've streamlined their client management. Start your free trial today.
No credit card required • Cancel anytime