Stop collecting documents and chasing clients by hand
Configure document and information requirements for each client and how often they should be reminded. LedgerBox sends the requests, chases whatever is late and automatically extracts data from documents for export to QuickBooks and Xero. Take on more clients without hiring someone to do the chasing.
Free for up to 3 clients. No card needed, and nothing for your clients to install
Manage your clients
7 clients
| Client | State | Received | Last activity | |
|---|---|---|---|---|
| Bramble Creek Landscaping7 items · due 20 Sep | Needs review | 7 of 7 | Today 8:12 | Review |
| Marlow & Finch Salon11 items · due 18 Sep | Needs review | 9 of 11 | Today 7:40 | Review |
| Acme PlumbingCatch-up · 16 items | Needs review | 16 of 16 | Yesterday | Review |
| Kramer MfgClosed 12 Sep | Ready to send | – | 12 Sep | Send |
| Ink + Paper5 items · due 25 Sep | Collecting | 2 of 5 | 14 Sep | View |
| Paper Trail SuppliesSent back 9 Sep | Nothing open | – | 9 Sep | View |
| Riverbend DentalInvited 12 Sep | Invited | – | 12 Sep | Resend invite |
Your side and your client's side, from the same list
Still chasing clients by email?
You send the list. Two weeks later you are reading your own sent folder to work out who replied, what they sent and what is still missing. The client says they already sent it, and somewhere in the thread they did.
The chasing runs on your cadence, not your memory
You set when a client gets reminded: before the due date, on it, and after it. LedgerBox sends every one of them, asks only for what is still missing, and stops once everything arrives. You never write the follow up again.
Set once, per firm
A client whose only contact bounces stops being chased and shows as No contact, so a dead email is never mistaken for a slow client
Send one list, not five emails
Keep your own starter list, change it for the client in front of you, and add something else whenever you need to. An item stays on the list until the file arrives, so you are not the one remembering it.
What you need from them
Starter listThe list you send, before you send it
Needs your attention
Complete the list below
Required
4 itemsWays to send
A portal your clients will actually use
One page with your firm's name on it. They sign in with a code sent to their email, so there is no password to set up, nothing to install and no call to walk them through it.
Checking 4471, August
Extracted on arrivalWhat arrives is already extracted
Statements, bills, receipts, payroll and merchant reports are extracted into rows as they land, with the balances checked against each other. QuickBooks gives nobody bank feed access, so you get a file that uploads cleanly, or a direct send where we connect.
Getting into QuickBooks or Xero, without the phone call
QuickBooks and Xero do this differently, so the page tells your client exactly what to do in the one they use. Nobody has to sit on the phone walking them through it. If they use neither, they send statements instead and you work from those.
Required
4 itemsA question, a signature and a file, on the same list
The questions stop living in your inbox
An item can be a question, a link to sign, access to the books, or a file. The client answers on the same page they upload to, and the answer stays attached to the client instead of in a thread you have to find again.
What every plan includes
No cap on how many requests you can have open. Each client can add as many people as it needs at no extra cost.
Questions
How is this different from a document collection tool?
It does the same collecting and chasing, and then extracts what arrives. A collection tool hands you a PDF to type up. This hands you rows that are already checked, and a file that uploads into QuickBooks or Xero.
Does this replace my practice management software?
No. LedgerBox does the asking, the collecting and the extracting, then posts to QuickBooks or Xero. Whatever you use to run the practice stays where it is.
Does my client need an account?
No. They get a link, and they sign in with a code sent to their email.
What if my client ignores it?
The reminders keep going out on your schedule, and the client sits in Collecting with nothing received. If their only email bounces they show as No contact, so it never goes quiet without you knowing.
What if they do not use QuickBooks or Xero?
They send statements instead and you work from those. Nothing else about the list changes.
Is my firm's name on the portal?
Yes. Your name, your logo and your contact details sit on every page your client sees.
Can I move a client who is already part way through?
Yes. Add what is still outstanding and send the link. A client part way through a list keeps the wording they were sent.
Take on more clients without hiring a chaser
Add the client, pick what you need, set the cadence once. Then leave it alone.