What Is LedgerStash?

LedgerStash is accounting workflow software for solo practitioners, bookkeepers, and boutique firms. Start with a Ready-to-Run Accounting Workflow or create a custom Workflow from scratch, fully edit its client and firm work, and launch separate private client Runs with no per-user seat charge within plan capacity.

Key Features

• Fully Editable Accounting Workflows — Start Ready-to-Run or create a custom Workflow from scratch, then tailor and approve client requests, firm tasks, document starters, messages, timing, reminders, roles, exceptions, review, and completion rules.
• Private Client Workspaces and Secure Document Vaults — Give every selected client a separate Run for requests, uploads, review status, messages, deadlines, and protected files while the firm manages the entire project from one command view.
• Guided or Scheduled Execution — Keep hands-on control in Guided mode or approve routine coordination to move on schedule. Questions, exceptions, delivery uncertainty, and professional judgment return to the firm.
• Password-Free Client Access — Clients receive a secure portal link to upload documents without creating a separate account or password. Links expire and may need to be reissued for a new browser.
• Firm Identity — Show your firm's logo, name, and contact identity in supported client-facing portal and email experiences.
• Engagement Letter Tracking — Send engagement letters, fee agreements, and authorization forms. Track who has signed and automate follow-ups for the rest.
• Acknowledgment Activity Records — Capture affirmative acknowledgment, typed name, timestamp, IP address, and browser information with a downloadable certificate.
• Client Record Export — Review and download a scoped record of document metadata and task history, with included and excluded fields shown before export.
• Team Collaboration — Invite unlimited firm users with role-based access and no per-user seat charge while the firm remains within its active-client capacity.
• Exception-First Project Command View — See which client Runs are on time, late, blocked, awaiting the client, awaiting the firm, or carrying unread questions, then open the exact recipient evidence.

How It Works

1. Choose or Create the Accounting Workflow — Start with a Ready-to-Run Workflow for the business outcome or create a custom Workflow from scratch.
2. Tailor and Approve It — Review the selected clients, periods, firm owners, senders, documents, messages, dates, reminders, stop rules, and definition of done before anything is activated or sent.
3. Launch Separate Private Runs — Every client receives an isolated workspace for their requests, documents, messages, deadlines, and approvals; no client can see another client's Run.
4. Manage Exceptions and Finish — Monitor project health, resolve questions and late or blocked work, complete firm review, and archive the finished Run without losing its evidence.

Use Cases

• Monthly bookkeeping and accounting document collection
• Month-end, quarter-end, and year-end close support
• Sales-tax and payroll-support documentation
• New-client onboarding, audit support, and lender requests
• Individual and business tax document collection

LedgerStash AI

• Sage — Conversational Practice Intelligence Agent — Authorized firm users can ask about current LedgerStash activity, open visual reports, and prepare editable follow-ups for human review.
• Scout — Conversational Client Intelligence Agent — Portal contacts can ask what they still need to provide and receive answers from the client and work context they are authorized to use.
• Ready-to-Run and Custom Accounting Workflows — Every Workflow is fully editable across firm tasks and checklists, client requests, upload requirements, document starters, emails and messages, timing, reminders, roles and senders, approvals, exception rules, completion rules, and a Private Client Workspace. Firms choose Guided or Scheduled-with-approval execution.
• Sage Automations — Sage builds smaller repeatable tasks for authorized firm review; complete recurring firm-client jobs remain Ready-to-Run Accounting Workflows.

Sage and Scout do not provide tax, legal, payroll, or accounting advice.

Pricing — Active-Client Capacity

LedgerStash has two public plans.

• Solo Practice — $49/month ($490/year). Up to 45 active clients. Unlimited firm users.
• Firm Essentials — $79/month ($790/year). 46–100 active clients. Unlimited firm users.

All plans include a 14-day free trial. No credit card required.

Why Choose LedgerStash Over the Competition?

LedgerStash is the focused option for firms that want to reclaim staff capacity through complete recurring client processes without replacing their accounting stack or adopting a larger practice-management suite. Every client receives a separate private run, exceptions return to the firm, and each plan includes unlimited firm users within active-client capacity.

• LedgerStash: Public active-client pricing, unlimited internal firm users, password-free client access, and no implementation fee.
• Compare LedgerStash with broader accounting and document-request platforms using current published pricing and feature information.

Security & Compliance

• Built on SOC 2 Type 2-audited cloud infrastructure provided by Supabase and Vercel
• Managed encryption at rest and HTTPS/TLS in transit
• LedgerStash is implementing and documenting safeguards applicable to its service-provider role under the FTC Safeguards Rule and GLBA
• Security controls are being mapped to the data-protection practices identified in IRS Publication 4557
• Activity records that can support acknowledgment workflows
• Multi-factor authentication (TOTP)
• Configurable session timeouts

Supabase and Vercel attestations cover the services those providers operate. LedgerStash has not completed its own SOC 2 examination and does not claim SOC 2 or ISO certification.

Frequently Asked Questions

What is LedgerStash?

LedgerStash is a focused business-process system for recurring accounting and bookkeeping client work. A firm tailors and approves a Ready-to-Run Accounting Workflow, launches a separate private Run for each client and period, and manages questions and exceptions from one command view.

How do my clients access their workspace?

Clients receive a branded email with a secure link to their request list, documents, messages, and next actions without creating a password.

How is LedgerStash different from SmartVault or TaxDome?

LedgerStash focuses on complete recurring firm-to-client accounting workflows and charges by active-client capacity with unlimited internal firm users. Each Workflow combines client requests, firm tasks, documents, communications, timing, review, exceptions, and completion evidence. Broader suites may be a better fit for firms that also need billing, CRM, time tracking, or full practice management.

Is LedgerStash secure?

LedgerStash uses encryption at rest and in transit, private client links, role-based access, MFA, and activity records. Firms remain responsible for evaluating LedgerStash as part of their own written information security and compliance programs.

Is there a free trial?

Yes, 14-day free trial with no credit card required.

Contact

Website: ledgerstash.com | Email: support@ledgerstash.com