Every engagement.
One view.
Zero surprises.
The command center for accounting firms managing hundreds of active clients across tax, audit, and advisory — all moving in real time.
Meridian Holdings
Q4 Audit
Chen Family Trust
1040 Filing
Barrel & Stone LLC
Advisory
How much is manual tracking
costing your firm?
Configure your firm below. We'll calculate the coordination overhead you're absorbing every month.
Estimated coordination overhead
Billable hours lost
$27,750
at $185/hr avg rate
Partner time absorbed
45 hrs
per month on coordination
Annual overhead
1,800 hrs
across your firm
No credit card. Setup in 20 minutes.
Every deadline.
Automatically surfaced.
Ledger ingests your engagement types and jurisdictional filing calendars to build a live deadline board — no manual entry, no surprise extensions.
Hartwell & Associates
HIGHCorporate Tax Return
Mar 15
16d left
K. Patel
Sunrise Equity Partners
MEDQ1 Financial Review
Mar 31
32d left
M. Okonkwo
Vantage Capital LLC
MEDPartnership Return
Apr 15
47d left
L. Fernandez
Meridian Holdings
HIGHQ4 Audit Completion
Mar 31
32d left
R. Singh
Chen Family Trust
HIGH1040 Filing
Apr 15
47d left
A. Nakamura
47
Requested
31
Received
9
Overdue
Okafor & Sons LLC
Bank Statements — Dec 2025
Sunrise Equity Partners
K-1 from all partnerships
Vantage Capital LLC
Payroll Records Q4
Chen Family Trust
Brokerage 1099s
Barrel & Stone LLC
Lease Agreement — 2025
Automated follow-up sent to 9 clients • Next batch: Tomorrow 8:00 AM
End the document
chase forever.
Office managers spend an average of 11 hours per week following up on missing client documents. Ledger's portal handles every reminder, escalation, and receipt automatically.
Firms using Ledger's portal
73% fewerdocument follow-up emails
Average across 140 active firms, 2025 cohort
Your entire firm's workload.
One board. Real time.
214 active engagements across three service lines, organized into a live status board that every partner and associate sees simultaneously — no stale spreadsheets.
Thornfield Capital
Partnership Return
Nkemdirim Family
1040 — Complex
Meridian Holdings
Q4 Audit
Barrel & Stone LLC
Advisory Review
Chen Family Trust
1040 Filing
Sunrise Equity
Q1 Review
Hartwell & Assoc.
Corp Tax Return
Vantage Capital
Q3 Bookkeeping
18.4days
Avg. days to complete
94.2%
On-time completion rate
2,847hrs
Billable hours tracked
4.9/5.0
Client satisfaction
The numbers are real.
So are the people.
I open Ledger at 5:45 every morning and the entire firm's workload is right there — every deadline, every missing document, every engagement at a glance. We retired four spreadsheets and a whiteboard in the first week.
Margaret Osei-Bonsu
Managing Partner · Osei & Partners CPAs, Chicago
Before Ledger, I spent 11 hours a week chasing documents by email. Now the portal handles it — clients upload through a link, we get notified instantly, and the overdue queue practically manages itself.
Darren Whitfield
Office Manager · Whitfield & Associates, Atlanta
Used by accounting firms managing
See it with your clients.
We'll pre-load a demo environment with sample engagements that match your firm's service lines and client count. No generic tour — your workflow, already built.
Or book a 15-minute partner walkthrough — no sales deck, just the product.
Setup in 20 minutes · No credit card · SOC 2 Type II certified