Ledgersync

Ledgersync

LedgerSync
+
+

Related Products

  • FISPAN
    5 Ratings
    Visit Website
  • Repair-CRM
    37 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • Fishbowl
    1,124 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Houzz Pro
    23,242 Ratings
    Visit Website
  • Melio
    2,208 Ratings
    Visit Website
  • Datagate Telecom Billing
    11 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website

About

Ledgersync will consolidate you client’s bank and credit card transactions into the accounting software of your choice automatically. Client Sub-Accounts can also be gathered. LedgerSync is a complementary service to Quickbooks, Xero, Freshbooks, etc not a competitive product. Many of our customers first questions is; what makes you different then QuickBooks online? As a CPA QuickBooks and Ledgersync work together to provide a secure all in one online dashboard for your client transactions. With Ledgersync you’re able to connect with QuickBooks Desktop and Online versions as well many other accounting solutions. Your client’s transactions and financial data is automatically imported to your dashboard, our complementary software will turn 2 hours of accounting into 30 minutes.

About

Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a complete Accounting Practice Management solution

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12.47
Free Version
Free Trial

Pricing

$45 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LedgerSync
United States
www.ledgersync.com

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

Alternatives

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
ProperSoft

ProperSoft

ProperSoft Inc.
Basil

Basil

CoralTree
eZ Account Import

eZ Account Import

Zachary Systems

Categories

Categories

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero
iCloud

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero
iCloud
Claim Ledgersync and update features and information
Claim Ledgersync and update features and information
Claim Pascal Workflow and update features and information
Claim Pascal Workflow and update features and information