Ledger rips the spreadsheet chaos out of your firm and replaces it with automated workflows that route documents, chase approvals, and close books while partners sleep.
No credit card · 5-min setup · Works with QBO, Xero, Drake, Lacerte
Active Return
Meridian Holdings LLC — 2025 1120-S
Pipeline
Intake
OCR Parse
Reconcile
Partner Rev
E-File
Saved
14h
this week
Queue
Every client email, portal upload, and shared folder gets parsed, classified, and routed to the right queue in seconds. No more 47-unread inboxes before 9 AM.
68%
faster client onboarding
karen.m@summittax.com
RE: RE: RE: W2s for Johnson
dropbox-noreply@...
Shared folder: Alvarez 2025
david@hendricks.cpa
Fwd: Bank statements — URGENT
noreply@docusign.com
Signed: Engagement Letter
jess@interalcpa.com
Can you check the K-1 again?
Johnson Family Trust
W-2 × 3 → Tax Prep Queue
Alvarez Holdings
Bank Stmts × 12 → Reconciliation
Hendricks CPA
Bank Stmts → Partner Inbox
Summit Tax LLC
Engagement → Signed Docs
Bank API pulls, AI categorization, depreciation sync, 1099 chase — all triggered automatically the moment a return enters the system. Staff accountants review outcomes, not inputs.
91%
reduction in processing errors
Ledger surfaces exactly what needs eyes, assigns it to the right partner, and auto-chases until it clears. Missed deadlines become a thing you read about in other firms' post-mortems.
4 min
avg partner review time per return
Johnson return — partner never approved
3 days ago
Alvarez extension deadline passed
2 days ago
Summit Q3 — waiting on Michael (day 8)
8 days ago
Hendricks amended — no action taken
5 days ago
↑ Ledger auto-chased 3 partners. Avg response: 4 min.
Multi-client filing coordination runs autonomously. Ledger tracks IRS acknowledgements, flags rejects, and queues retransmissions — all without a human touching the queue.
0
missed e-file deadlines across 200+ clients
12
Ready
31
Waiting
4
Missed
Last updated: manually, 2 days ago
47
E-Filed
0
In Queue
0
Missed
↑ Zero missed e-file deadlines across 200+ clients
Reconciliation runs automatically against live bank feeds. Intercompany entries resolve themselves. The close packet lands in every partner's inbox before they finish their morning coffee.
2 days
month-end close vs. industry avg of 12
Blocker: Missing bank rec
Blocker: Awaiting partner
Blocker: Intercompany error
Meridian Holdings
Auto-reconciled
Alvarez LLC
Auto-reconciled
Summit Tax
Auto-reconciled
↑ Month-end close in 2 days instead of 12
The firm that automates first, wins first
Managing partners at 200-person firms use Ledger to do in 2 days what used to take 12. Your first workflow is free. No credit card. No Zapier prayer required.
3,200+
firms automated
14 hrs
saved per week avg
99.7%
e-file success rate