Run Your Accounting Practice Smarter, Not Harder
Modern workflow automation for accounting firms, payroll providers, restaurants, and growing businesses — combining smart forms, e-signatures, document workflows, client portals, onboarding, and business operations in one platform.
Platform Capabilities
Everything Your Business Needs
From smart forms and e-signatures to document automation and client portals — LedgerClientSuite powers the workflows that drive your business forward.
Smart Forms & Document Workflow
Build custom smart forms, questionnaires, and timesheets. Automate document collection, approvals, and processing workflows.
E-Signatures & Client Approvals
Type, draw, or reuse saved signatures. Apply to forms, contracts, and timesheets with one click. Full audit trail included.
AI-Powered Document Processing
Context-aware AI assistant for document analysis, data extraction, and instant answers. OCR and PDF automation built in.
Business Startup & Closure Workflows
Guided workflows for business formation, compliance filings, and closure procedures. Track every step from start to finish.
Employee Onboarding & Timesheets
Digital onboarding with smart timesheets, auto-populated fields, daily e-signatures, and timesheet storage in client folders.
Secure Client Portal
White-labeled portal with document sharing, task management, messaging, and payment processing. Bank-level encryption.
OCR & PDF Automation
Scan, extract, and process documents automatically. Generate professional PDF invoices, reports, and certificates.
Reports & Analytics
Track revenue, client activity, staff workload, and task completion. Export reports in CSV, Excel, and PDF formats.
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 Business Professionals
See what our customers have to say about their experience with LedgerClientSuite.
"LedgerClientSuite transformed how we manage client relationships. Smart forms and document automation cut our onboarding time by 60%."
"The e-signatures and timesheet automation alone save us hours each week. Our employees love how easy it is to submit hours."
"Finally, a platform that grows with our business. We started with client portals and now use it for everything from workflows to invoicing."
Have Questions?
We'd love to hear from you. Send us a message and we'll respond within 24 hours.
Ready to Transform Your Business?
Join 2,000+ businesses who've streamlined their workflows with smart forms, e-signatures, and automation. Start your free trial today.
No credit card required • Cancel anytime