Everything Your Firm Needs to Manage Clients
Client portals, document sharing, smart forms, reminders, invoicing and payment collection—organized in one place for accounting, tax and bookkeeping firms.
Secure Client Portal
Give every client a branded, password-protected portal to view documents, tasks, messages, invoices, contracts, and reports in one place.
Document Management
Upload, organize, and share files securely with clients. Track every document with a full activity history.
OCR & PDF Automation
Extract data from uploaded PDFs and documents automatically to cut down on manual data entry.
E-Signatures
Collect legally-tracked signatures — clients can type, draw, or reuse a saved signature. Every signing event is recorded in an audit trail.
Smart Forms & Questionnaires
Build intake forms, questionnaires, and timesheets that clients complete online, with responses saved straight to their record.
Workflow Automation
Automate onboarding, business startup, and closure workflows so nothing falls through the cracks.
Recurring Invoices & Payments
Send invoices and collect card or ACH payments, including automated recurring billing.
Proposals & Estimates
Create branded proposals and estimates, send them for online acceptance, and convert them into invoices or contracts.
White-Label Branding
Make the platform your own with your firm's logo, colors, favicon, and custom styling.
AI Document Processing
Use built-in AI to help process documents and extract key information faster.
Reports & Analytics
Track client health scores, revenue, and activity, and export reports to CSV, Excel, or PDF.
Client Onboarding
Onboard new clients with guided intake forms and a smooth account activation flow.
How It All Works Together
Ledger Client Suite isn't a collection of disconnected tools — it's a single platform where every feature feeds into the next.
When a new client fills out a Smart Form during onboarding, their responses are saved directly to their Client Portal record. Documents they upload are processed by OCR & PDF Automation, extracting key data without manual entry. When it's time to sign an engagement letter or authorization form, E-Signatures are collected with a full audit trail — no chasing clients by email.
Behind the scenes, Workflow Automation moves each client through the steps your firm has standardized — onboarding, tax season, year-end — so nothing falls through the cracks. Recurring Invoices & Payments go out on schedule, and your team tracks everything from client health scores to revenue in Reports & Analytics.
And because the entire platform is white-labeled, your clients see your firm's logo, colors, and branding at every step — not ours.
Built for Firms That Manage Multiple Clients
Whether you manage 20 clients or 200, the platform scales with you:
- Per-client portals — every client gets their own secure space for documents, tasks, messages, invoices, and signed forms.
- Household grouping — manage related clients (spouses, business entities) under one household.
- Team collaboration — invite staff, set what each person can see, and assign tasks with deadlines.
- Secure access — files are transferred over HTTPS and access is controlled per client. Documents can be locked until payment is received.
- Export anything — reports export to CSV, Excel, or PDF for review or compliance.
Frequently Asked Questions
Is there a free trial?
Yes — 14 days, no credit card required. You can set up your branded portal, invite clients, and test every feature before deciding.
Do I need a developer to set this up?
No. Branding, forms, workflows, and payment settings are all configured from your admin dashboard. Setup time depends on how many clients, forms and workflows you bring over.
Can my clients e-sign documents directly in the portal?
Yes. Clients can type, draw, or reuse a saved signature. Signing events are recorded in the activity and audit log.
Does Ledger Client Suite integrate with QuickBooks or payment processors?
Payments run through Stripe, including card and ACH. Invoices can be exported as CSV files formatted for QuickBooks, Xero, FreshBooks or other accounting software; there is no live QuickBooks sync.
What file types can clients upload?
Clients can upload PDFs, images, spreadsheets, and other common document types.
Is there a limit on how many clients I can manage?
Each published plan lists a client count. Plan details and limits are still being finalized, so contact us if you manage a larger client base.
Ready to see it in action?
Start your free 14-day trial and set up your branded client portal in minutes.