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How It Works

LedgerDocs is our in-house document management application that helps simplify the process of sharing information with your accounting team. Best of all, you receive a free account with all of our services!

Upload In Second

Upload from within the app or use your smartphone, scanner, email, or Dropbox

More Collaboration

An assigned bookkeeper reviews documents and performs services as necessary

Audit Trails

Easily find documents in the thumbnail view, or use the quick & advanced search options

Reduce timely emails with your bookkeeper by collaborating more efficiently within LedgerDocs at the source document.

Access your financial documents at any time, from anywhere, to make the accounting process as simple as possible.

Effortlessly streamline the bookkeeping process by syncing LedgerDocs with your favourite business applications.

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We believe that the collection and management of client documents should be a seamless process that makes your life easier, saves you time, and grows your business. This is why we developed LedgerDocs.

reviews from the Intuit app store

“Posting directly into QBO is such an asset and attaching the document to the transaction is all one step. My processing time has decreased tremendously.”

“This app has too many pluses to ignore.”

“Ledgerdocs support is just as stellar–they won’t give up until they’ve found a solution. They listen.”

Pricing for your business