LedgerStash — Secure Client Vault for Accounting Firms

Securely exchange documents with clients. Give your accounting firm a branded vault where clients upload files, complete PBC tasks, and stay organized.

What Is LedgerStash?

LedgerStash is a secure document exchange and PBC task management platform purpose-built for CPAs, accountants, and tax professionals. It replaces email attachments and shared drives with one organized, encrypted vault.

Key Features

  • Secure PBC List Management — Create and track "Provided By Client" task lists with due dates, priorities, and templates.
  • Bank-Grade Document Vault — AES-256 encrypted storage with per-client folders, file versioning, and full audit trails.
  • Busy Season Auto-Pilot — Automated email reminders chase missing documents on a configurable schedule.
  • Frictionless Client Experience — Clients receive a secure link to upload documents. No passwords, no app downloads.
  • White-Label Portal — Your firm's logo, brand colors, and custom sender name.
  • Team Collaboration — Invite team members with role-based access.
  • Audit-Ready Export — Download organized document packages with timestamps and activity history.

How It Works

  1. Add Your Clients — Enter client names and emails, or bulk import from CSV.
  2. Create PBC Lists — Define which documents you need (W-2s, 1099s, bank statements).
  3. Send Document Requests — Clients receive a branded email with a secure upload link.
  4. Track Submissions — Monitor who has submitted and who hasn't. Send reminders and export reports.

Pricing

  • Solo CPA — $29/month. Up to 25 active clients.
  • Boutique Firm — $79/month. Up to 100 clients, full white-labeling, auto-reminders.
  • Enterprise Vault — $199/month. Unlimited clients, advanced audit logs, API access.

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

Why Choose LedgerStash Over the Competition?

Solo CPAs and boutique firms choose LedgerStash over SmartVault, TaxDome, and other generic solutions.

  • LedgerStash: $348/year ($29/month), no user minimums, frictionless client access, minutes to set up.
  • SmartVault: $1,800–2,700/year (3-user minimum), clients must create accounts, days-to-weeks setup.
  • TaxDome: $700–900/year per seat (3-year commitment), client accounts and mobile app required, 6–8 week onboarding.

Contact

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