Ledgersync

Ledgersync

LedgerSync
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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12.47
Free Version Not Supported
Free Trial Supported

Pricing

$45 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

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

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Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • The best part about this software is that it can be a free way to securely transmit files between clients and myself.

Cons

  • This software can glitch at time and the interface leaves something to be desired.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

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 Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
For CPA Firms Not Supported
Project Management Not Supported
Staff Management Not Supported
Time Tracking Not Supported

Accounting Practice Management Features

Approval Workflow Not Supported
Billing & Invoicing Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
For CPA Firms Supported
Project Management Supported
Staff Management Not Supported
Time Tracking Not Supported

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Supported

Integrations

Gmail Not Supported
Google Drive Not Supported
Microsoft Exchange Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
SmartVault Supported
Xero Supported
iCloud Not Supported

Integrations

Gmail Supported
Google Drive Supported
Microsoft Exchange Supported
Microsoft Outlook Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SmartVault Not Supported
Xero Not Supported
iCloud Supported
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