Automate your tax season workflow.
Built for tax preparers and enrolled agents. Clients send documents to a portal or an inbox address. LedgerBox files each document, extracts every row, and checks the totals before you prepare the return.
First document free, share to unlock 200 pages. No credit card required.
Stop chasing client documents.
Set the folders once: statements, receipts, prior-year documents. The portal shows each client what is still missing, and LedgerBox sends the reminders.
In March you open one list, not 40 email threads. Each client shows what is in, what needs review, and what is ready to export.
Every document arrives typed.
Three document types cover most schedules. Every row exports typed, dated, and reconciled.
Bank statements
Every transaction as printed. Totals reconcile against the opening and closing balances.
Receipts
Date, vendor, and amount from each receipt. A stack becomes one row per receipt.
Invoices
Line items and totals, typed and checked against the printed sum.
One approval runs the workflow.
Choose the steps once: build the export in the format your workpapers use, email a copy, post to QuickBooks.
When you approve a document, the workflow runs the same steps, in the same order, for every client.
FAQ
The short version of how LedgerBox works for a tax practice. Ask us anything else. A person answers.
What can clients upload?
Any file type goes into the portal. Extraction runs on statements, invoices, and receipts. The rest is stored with the client's records.
What happens to rows LedgerBox cannot verify?
They come back flagged with a reason. Fix or confirm each row before export. LedgerBox checks the totals again after each edit.
Do I set this up again next season?
No. The portal link, the folders, and the workflow stay with the client. Next season the same setup runs again.
What happens to client documents?
Documents are encrypted in transit and at rest. They do not train models. You set the retention period for portal files.
Be ready before the season.
Set up one client now. If the exports are correct, add the rest of your list.
First document free, share to unlock 200 pages. No credit card required.