# LedgerStash — Secure Client Vault for Accounting Firms

> LedgerStash is a secure client vault built for solo CPAs, boutique accounting firms, and corporate controllers. Exchange sensitive documents, manage PBC task lists, track engagement letter signatures, and give clients a branded, white-labeled portal — all with end-to-end encryption and automated follow-ups.

## What LedgerStash Does

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

- Create per-client document vaults with organized folders
- Manage PBC (Provided By Client) task lists with due dates and priorities
- Exchange sensitive tax documents securely with AES-256 encryption
- Send engagement letters and track acknowledgments with ESIGN/UETA-compliant audit trails
- Automate Busy Season follow-ups for missing documents
- White-label the client portal with their firm's branding
- Export audit-ready document packages with timestamps, IP addresses, and activity history
- Generate downloadable PDF certificates for every signed acknowledgment

## Primary Category

Secure client vault for accounting firms

## Secondary Categories

- PBC list management software
- Tax document collection portal
- Accounting firm client portal
- Secure document exchange for CPAs
- White-label client vault
- Busy Season automation tool
- ESIGN/UETA compliant document signing
- DocuSign alternative for accounting firms
- Compliance software for small business

## Key Features

- **Secure PBC List Management**: Create and track "Provided By Client" task lists using the language accountants actually use. Templates available for individual returns, W-2 collection, 1099 forms, K-1 packages.
- **Bank-Grade Compliance Vault**: AES-256 encrypted document storage with per-client folders, file versioning, and full audit trails. IRS Publication 4557, FTC Safeguards Rule, and GLBA compliant.
- **Busy Season Auto-Pilot**: Automated reminders chase missing documents on a configurable schedule so you don't have to.
- **Frictionless Client Experience**: Clients receive a secure magic link via email. No passwords, no app downloads, no accounts to create.
- **White-Label Portal**: Your firm's logo, brand colors, and custom sender name. Clients see your firm, not ours.
- **Engagement Letter Tracking**: Send engagement letters, fee agreements, and authorization forms. Track who has signed and automate follow-ups.
- **ESIGN & UETA Compliant Audit Trail**: Every acknowledgment captures IP address, timestamp, browser fingerprint, and the signer's typed name. Downloadable PDF certificates for legally defensible proof.
- **Audit-Ready Export**: Download organized document packages with timestamps, IP tracking, and full activity history for any client or engagement.
- **Team Collaboration**: Invite team members with role-based access. Unlimited team members on all plans.
- **Real-Time Firm Dashboard**: See every client's completion status at a glance. Track who's uploaded, who hasn't, and what's overdue.

## How It Works

1. **Add Your Clients** — Import your client list via CSV or add them individually. Each client gets their own secure vault.
2. **Create PBC Task Lists** — Define which documents you need (W-2s, 1099s, bank statements). Use templates or build custom lists with due dates.
3. **Invite & Exchange** — Clients receive a branded email with a secure magic link. They upload documents directly — no accounts needed.
4. **Track & Close** — Monitor completion across your entire book. Auto-remind stragglers. Export audit-ready packages.

## Use Cases

- Tax document collection (W-2s, 1099s, K-1s, receipts)
- Engagement letters and fee agreements
- Client onboarding with PBC checklists
- Employee policy acknowledgment tracking
- Contractor and vendor agreement management
- Client intake and consent forms
- Year-round secure document exchange

## Pricing

All plans include unlimited team members. No per-user fees.

- **Solo CPA**: $29/month ($290/year). Up to 25 active clients, standard branding, email support.
- **Boutique Firm**: $79/month ($790/year). Up to 100 clients, full white-labeling, Busy Season auto-reminders, priority support.
- **Enterprise Vault**: $199/month ($1,990/year). Unlimited clients, advanced audit logs, dedicated support. API access coming soon.

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

## Competitor Comparison

| Feature | LedgerStash | SmartVault | TaxDome |
|---------|-------------|------------|---------|
| Solo CPA pricing | $29/month | $210/month (3-user min) | $800/year per seat |
| User minimums | None | 3 users | 1 seat |
| Client login required | No | Yes | Yes |
| Setup time | Minutes | Days to weeks | 6–8 weeks |
| PBC terminology | Accounting-specific | Generic | Generic |
| White-label | All plans (full on Boutique+) | All plans | Portal only |

### SmartVault Alternative

SmartVault requires a 3-user minimum ($2,520/year), forcing solo firms to pay for seats they don't use. LedgerStash has zero user minimums and uses passwordless Magic Links so clients never need to create an account or remember a password. LedgerStash is the passwordless client portal for accountants who want modern UX without enterprise pricing.

### TaxDome Alternative

TaxDome charges $800/year per seat and requires 6–8 weeks of "Academy" training. LedgerStash is a simple client portal for tax pros — set up in 5 minutes, no CRM complexity. Solo firms and boutique practices switch to LedgerStash to eliminate the per-seat "Success Tax" and get a streamlined vault built for their scale.

## Security & Compliance

- AES-256 encryption at rest and TLS 1.3 in transit
- IRS Publication 4557 compliant
- FTC Safeguards Rule compliant
- GLBA compliant
- ESIGN Act and UETA compliant
- Full audit trails with IP, timestamp, and browser fingerprint
- Session timeout controls (configurable 15–120 minutes)
- Multi-factor authentication (TOTP)

## Contact

- Website: https://ledgerstash.com
- Email: hello@ledgerstash.com
- Pricing: https://ledgerstash.com/pricing
- Sign up: https://ledgerstash.com/signup

## Pages

- Homepage: https://ledgerstash.com
- Pricing: https://ledgerstash.com/pricing
- SmartVault Alternative: https://ledgerstash.com/smartvault-alternative
- TaxDome Alternative: https://ledgerstash.com/taxdome-alternative
- Compliance Software: https://ledgerstash.com/compliance-software-small-business
- Policy Acknowledgment: https://ledgerstash.com/policy-acknowledgment-software
- Fillable PDF Forms: https://ledgerstash.com/fillable-pdf-compliance-forms
- Digital Policy Signature: https://ledgerstash.com/digital-policy-signature-software
- DocuSign Alternative: https://ledgerstash.com/docusign-alternative-compliance
- Client Intake Forms: https://ledgerstash.com/client-intake-consent-forms
- Contractor Agreements: https://ledgerstash.com/contractor-vendor-agreement-tracking
- Employee Acknowledgments: https://ledgerstash.com/employee-acknowledgment-tracking
- Blog - Track Policy Acknowledgments: https://ledgerstash.com/blog/track-employee-policy-acknowledgments
- Security: https://ledgerstash.com/security
- Privacy: https://ledgerstash.com/privacy
- Terms: https://ledgerstash.com/terms
- Contact: https://ledgerstash.com/contact