Everything your firm needs
From document management to task tracking, Ledgr streamlines how you work with clients every day.
Document management
Clients upload documents, you send them back. Organised by category — bank statements, invoices, certificates and more.
Task management
Assign tasks to clients, track progress, and get notified when they submit. Tasks stay pending until your team approves.
Multi-company clients
One client, multiple companies. Clients switch between companies from a single login — no juggling accounts.
Email notifications
Clients are automatically emailed when tasks are assigned. Staff are notified when documents are submitted.
Role-based access
Superadmins, org admins, staff, and clients each see only what they need. Secure by design.
Secure & private
JWT authentication, encrypted file storage, and full audit logs. Your clients' data stays protected.
Simple, transparent pricing
No per-user fees. No hidden costs. Pick the plan that fits your firm.
Starter
For small firms getting started
- Up to 5 staff users
- Up to 25 clients
- Document management
- Task management
- Email notifications
Professional
For growing accounting firms
- Up to 20 staff users
- Unlimited clients
- Multi-company support
- Priority support
- Activity logs
Enterprise
For large firms and networks
- Unlimited staff
- Unlimited clients
- Custom branding
- Dedicated support
- SLA agreement
Book a demo
See Ledgr in action. We'll walk you through the platform and answer any questions.
Ready to simplify your client portal?
Join accounting firms already using Ledgr to save time, reduce email, and impress their clients.
Get started today