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Ledgerly Tax Portal & Automated Bookkeeping Reconciler

The hardest part of tax season isn't the return.
It's getting the documents.

Ledgerly collects and reads tax documents locally, reconciles bank statements and invoices line-by-line across 70+ categories, and delivers finished returns.

6-month free trial, then $100/mo per firm (+ $0.50/client). No credit card.

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How Ledgerly works (The Tax Portal & The Bookkeeping Reconciler)

Ledgerly unites two complete engines on one platform: a White-Label Tax Portal that runs the work around your tax software, and an Automated Bookkeeping & Line-Item Reconciler that continuously ingests statements and invoices, categorizes across 70+ categories, and verifies matches side-by-side.

6-month free trial, $100/mo per firm (+ $0.50/client) after trial, unlimited staff seats & clients, no credit card required today, no password for clients, and built for 1040, 1065, 1120-S, 1041, Form 990, and monthly CAS bookkeeping.

Part 1 · How the Tax Portal Works (CPA & Tax Practices)
01 · AUTOMATED CLIENT NUDGES
Zero-Password Magic Links Syncs with your prior-year client list, builds missing-document checklists, and automatically sends SMS/email reminders via zero-password magic links.
02 · LOCAL DATA EXTRACTION ($0 OCR)
48+ Tax Forms & Local PII Redaction Extracts figures from 48+ core tax forms (and 290+ total variants) locally while automatically redacting SSNs, EINs, names, and addresses before sending data out.
03 · MULTI-ENTITY CASCADING
1065 / 1120-S to 1040 Entity Tree Links partnership or S-Corp entities (1065/1120-S) directly to each partner's personal 1040 checklist, tracking stalled K-1 files across an entire entity tree.
04 · RETURN DELIVERY & OPTIONAL BILLING
Form 8879 E-Sign (Payment Gate at Firm's Discretion) Delivers finished returns and collects Form 8879 e-signatures first, with an optional invoice payment gate strictly at the firm's discretion so you never hold a client's return hostage for payment unless you choose to.
Part 2 · How the Automated Bookkeeping & Reconciler Works (CAS, Bookkeepers & Businesses)
01 · AUTOMATED BOOKKEEPING WORKFLOWS
Continuous Statement & Mailbox Ingestion Continuously ingests bank statements, credit card PDFs, and vendor invoices either via upload, client magic link, or by pulling them straight from your mailbox.
02 · LINE-ITEM RECONCILIATION
70+ Categories & Auto-Bill Matching Breaks statements into structured columns, categorizes transactions across 70+ tax-mapped categories, and automatically matches bank lines against vendor bills.
03 · DRILL-DOWN VERIFICATION QUEUE
Side-by-Side Statement & Invoice Proof Instead of forcing you to trust black-box automation, clicking any queued line opens the matching bank statement and vendor invoice side-by-side with the match basis explained in plain language.
04 · EXCEPTION & VARIANCE HANDLING
Short Payments, Withholding, FX & Fees When a line does not match perfectly, it automatically flags the specific variance (short payments, withholding tax, foreign exchange shifts, or bank fees).

Sound familiar?

"Did you get my documents?"

Asked fifty times a week, every February.

Manually tracking who sent what

Spreadsheets, sticky notes, memory.

Late filings from late clients

Not because the return was hard. Because the documents were late.

"Wait, who's working on the Petersons?"

And is anyone, actually? Or did that one quietly stall two weeks ago?

Why Subscribe to Ledgerly · Unmatched ROI
Saves $21,000/yr ($1,750/mo) in Software & 4.2 Hours per Return ← Back to Main Site

6 World-Class Engines Included in One Subscription (6-Month Free Trial · $100/mo per firm (+ $0.50/client) after trial)

A 10-person firm typically spends $1,850 every month ($22,200/yr) across fragmented per-seat practice portals, per-return OCR tolls, e-signature credits, and entity tracking tools. Ledgerly replaces the entire stack for $100/mo per firm (+ $0.50/client) ($1,200/yr after your 6-month free trial) with unlimited staff seats and unlimited clients on your own white-label subdomain:

01 · $0 SELF-LEARNING LOCAL AI READER (48/48 FORMS)
Zero Per-Return OCR Tolls & Hardware PII Redaction Reads W-2, 1099-NEC/MISC/INT/DIV/B/R/K, Schedule K-1 (1065/1120-S/1041), 1098, ALTA Closing Statements, Commercial Leases, and Bank Statements locally in <80ms. Redacts SSNs/EINs on your machine before any outside call.
02 · ZERO-PASSWORD CLIENT CHASING & PILE UNPACKING
Stop Chasing Documents Over Email & Spreadsheets Builds each client's checklist from last year's return, unpacks dropped .zip archives automatically, flags missing prior-year payers, and sends timing-aware SMS & email nudges via 1-click magic links.
03 · 1-CLICK WORKPAPER BINDER & TAX SOFTWARE BRIDGE
Auto-Populate Drake, Lacerte, UltraTax, ProSeries & CCH Generates an indexed, source-linked Workpaper Binder (.zip) and exports balanced trial balances & pre-mapped tax lines across 1040, 1065, 1120-S, 1120, 1041, and Form 990.
04 · ADVISORY UPSELL, FORM 8879 E-SIGN & OPTIONAL PAYMENT GATE
Client-First Return Delivery & Billing at Your Firm's Discretion Present selectable Good/Better/Best advisory packages on the engagement letter, collect Form 8879 e-signatures, and deliver returns immediately, with an optional invoice payment gate (ACH, Card, CPAcharge, QuickFee, Zelle) strictly at the firm's discretion.
05 · MULTI-ENTITY K-1 CASCADING & ENGAGEMENT RADAR
Link 1065 & 1120-S Entities Directly to Partner & Shareholder 1040s Automatically cascades Schedule K-1 packages from partnership, S-Corp, and fiduciary engagements into individual partner/shareholder checklists, with a live Entity Tree and 3-day stalled-return radar.
06 · UNLIMITED STAFF SEATS ($0/SEAT) & WHITE-LABEL DOMAIN
Your Firm's Brand, Zero Per-Seat Penalties Run on your own custom subdomain with unlimited partners, reviewers, preparers, and seasonal staff at $0 per seat, complete with 3-day stalled-engagement radar and full audit logs.
3-Column Price Comparison All 3 columns visible below ↓
Capability / Software Layer Legacy Fragmented Stack (10-Person Firm) Ledgerly All-In-One Subscription
Practice Portal & Workflow (10 Staff Seats) $1,000 / mo (10 seats × $100/seat) Included ($0 per staff seat · unlimited seats)
Tax Document OCR & Workpaper Indexing $450 / mo (45 returns/mo × $10/return on SurePrep/GruntWorx) Included ($0 Local AI Reader · 48 Forms)
Form 8879 E-Signatures & Return Delivery $150 / mo (75 e-sign envelopes/mo × $2/envelope) Included (8879 E-Sign + Optional Payment Gate at Firm's Discretion)
Multi-Entity K-1 Cascading & Tax Software Bridge $250 / mo (K-1 tracking & tax import utility add-on) Included (8 Tax Software Exports & Entity Tree)
Total Monthly Software Cost $1,850 / mo ($22,200/yr) 6-Month Free Trial, then $100 / mo per firm (+ $0.50/client) ($1,200/yr · Save $21,000/yr)

Why we built it this way

Ledgerly's second app, document collection and reminders, exists because of one thing a working CPA told us directly: "the hardest part isn't preparing the return, it's getting the data from clients." That single sentence reordered our whole roadmap. Everything here was shaped by feedback from someone actually doing this work, not guessed at from outside it.

What Ledgerly actually does

01
Re-engage and offer advisory options on one screen. Send engagement letters with optional advisory packages. Clients check what they want, sign once, and their invoice updates automatically.
02
Tailored checklists, .zip unpacking, and timing-aware reminders. Build each client's request from last year's return, unpack dropped .zip folders automatically, and nudge clients only when forms exist.
03
Self-learning local document reader, with real redaction. Extracts key figures locally first, redacts PII before any outside call, and remembers new form layouts and staff corrections automatically.
04
Prior-year missing-payer and variance checks. Flags last year's employers, banks, or K-1s that have not arrived yet and highlights major year-over-year swings before preparation starts.
05
One-click Workpaper Binder and Tax Software Auto-Populate. Download an indexed .zip binder and auto-populate Drake, Lacerte, UltraTax CS, ProSeries, or CCH Axcess with self-learning firm tax-line memory.
06
Completed return delivery, Form 8879 e-sign, and flexible billing at your firm's discretion. Upload the finished return (or stage via MCP for CPA approval) to collect Form 8879 e-signatures and accept payment via ACH, CPAcharge, QuickFee, or Zelle, with an optional payment gate strictly at the firm's discretion so you can deliver service first whenever you choose.
07
Federal return deadlines, state annual-report and franchise filings, extension tracking, and preparer ownership in one view. Track 1040, 1065, 1120-S, 1120, 1041, and Form 990 due dates, state franchise tax filings, staff workload, and 3-day stalled engagements on one screen with zero per-seat fees.
08
Bulk onboarding, Taxpayer Screen Preview, and Form 990 support. Import your roster in minutes, preview the exact live screen your client sees, and run 1040, 1065, 1120-S, 1041, and Form 990 work.

Every step, and who does which part

A tax season, in the order it actually happens. At each stage: what your firm does, what the product does, and what you are left holding.

STEP 1

Your client list, as it already is

You
Bring your clients in. No re-keying a practice management system into a new one.
It
Gives each client a code and a link of their own. Nobody creates an account or remembers a password.

You get: a sending link per client, ready before you have asked anybody for anything.

STEP 2

Re-engage and ask for the right things

It
Drafts the engagement letter with optional advisory add-ons and builds the checklist from what the client filed last year.
You
Review the list and advisory options before they go out.

You get: a signed letter, synced invoice, and tailored checklist in one client visit.

STEP 3

The client sends things, badly

Them
Photographs on a phone, a PDF from the bank, a .zip folder of files, the same W-2 twice. From the link, with no login.
It
Unpacks .zip archives, reads each file, names it, and files it against the right client and the right year without anybody sorting it first.

You get: documents named and filed on arrival, including the duplicate, flagged rather than silently kept twice.

STEP 4

It chases, so nobody on your staff has to

It
Notices what is still missing and reminds the client, on a schedule, in your firm's name. It stops when the document arrives.
You
Nothing. You see who is outstanding and how long they have been.

You get: the follow-up done, which is the part of the job that consumes a season and produces nothing billable.

STEP 5

You see what is actually missing

It
Compares what arrived against last year's return, naming missing payers and flagging major year-over-year variances automatically.
You
Decide which gaps matter. Some are a client who changed job.

You get: the absent document found, which is the one a checklist cannot catch because nobody ticked it.

STEP 6

Build the Workpaper Binder and auto-populate tax software

It
Packages the .zip Workpaper Binder (Excel lead sheets, filled workpapers, indexed WP-A to WP-F PDFs) and tax-software import files.
You
Auto-populate Drake, Lacerte, UltraTax CS, ProSeries, or CCH Axcess and prepare the return with zero re-keying.

You get: preparation starting on a verified, pre-mapped file instead of data entry.

STEP 7

Deliver the return, collect Form 8879, and get paid

It
Extracts the refund or balance due and estimated vouchers from the finished return PDF, and prepares Form 8879 and the invoice link.
You
Approve in one click; the client e-signs Form 8879 and pays online (with an optional payment gate strictly at your firm's discretion).

You get: the return delivered, Form 8879 signed, and the bill paid in one closed loop.

What it deliberately does not do: replace your tax calculation engine or release a return without your say-so. It engages, collects, reads, builds the workpaper binder, and delivers the finished return under your review.

How would you know?

The question worth asking any firm that holds your clients' documents. Here is what you can check yourself, on your first afternoon.

01
Every document opened is in your own log. Who, when, and from what address. The record cannot be edited or deleted. The database itself refuses, so it holds even against someone with direct access.
02
You can end anyone's session. A laptop left on a train, or somebody who has left the firm. One click signs them out of every device at once. Most systems clear the cookie and leave the session working.
03
You can replace a client's link. If their email is compromised, the old link stops working immediately, and a client who clicks it is told what happened rather than shown a dead page.
04
Delete is undoable for sixty days. The client disappears from your lists straight away; nothing is actually removed until then. A misclick is not a disaster.
05
Two-factor authenticator and personal sign-in code protection from day one. Required during firm owner setup and automatically protects sensitive client downloads and tax workpaper exports. Verify once with your authenticator app or passkey in the morning, and downloads stay open while you work.
06
Unusual reading tells everyone but the person doing it. Somebody opening an unusual number of documents, or signing in from a new machine. The rest of the firm is told, and they cannot suppress a message they never receive.

And the part usually left out. We read your clients' documents. That is what the product does, and anyone claiming to both read your documents and be unable to read them is describing two things that cannot both be true. What we can promise is that no person here opens one without leaving a record you can see. Two people have production access, and we will name them if you ask.

Questions worth asking before you fill out a form

Do I need to move my whole client list at once?

No. Bulk-import your existing roster from a spreadsheet if you want to start fully stocked, or add clients one at a time as you go. Both work, and there is no all-or-nothing migration.

Does this replace my tax prep software?

No, and it's not trying to. Ledgerly handles engagement letters, document collection, local reading, workpaper binders, and return delivery, and then auto-populates your figures into the tax software you already use (Drake, Lacerte, UltraTax CS, ProSeries, or CCH Axcess) via tax-line mapped Excel/CSV/IIF files, blank Drake template fill-in-place, or our Windows Desktop Screen Bridge.

Is client data actually safe?

SSNs are encrypted, and if you ever use AI-assisted extraction on a prior return, identifying details are redacted locally before anything reaches an outside system. Not just described that way, actually built that way.

Can one client see another client's information?

No. Every client gets their own private, unique link, never a shared login or a list of other clients.

Start Your 6-Month Free CPA Firm Trial (Join the beta)

Start your 6-month free trial of the full White-Label CPA Tax Portal ($100/mo per firm (+ $0.50/client) after trial, unlimited staff seats & clients, no credit card required today).

Confirm your work email via a one-click link and complete your personal sign-in code and 2FA authenticator security setup in under 2 minutes.

Give us your PTIN, EFIN, or CPA licence so we can verify your practice and send your one-click email confirmation link right away (complete email confirmation + 2FA security setup in under 2 minutes).

Need a guided live walkthrough with your own client list before starting your 6-month free trial?

Interested in Ledgerly for your firm?

Tell us a bit about your practice and we'll follow up directly.

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15 minutes. We'll show you how the full White-Label CPA Tax Portal handles your actual workflow, clients, and deadlines.

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