LedgerDocs

LedgerDocs is a cloud-based document collection and management platform built specifically for accounting firms. It provides clients with a secure portal to upload receipts, invoices, and financial documents at any time, and uses AI to match receipts to transactions and organize files into a structured digital filing system.

Accounting firms use LedgerDocs to replace paper-based and email-driven document collection workflows. Instead of chasing clients for source documents each month, firms give clients a branded upload portal where they can drop files on their own schedule. The platform keeps all records organized, searchable, and audit-ready in one location.

It integrates with QuickBooks and other accounting platforms, making it a practical option for firms that want a dedicated document management layer without switching their core accounting software. Best suited for small to mid-sized firms looking to digitize client document intake.