14 days free · then from $199/mo

Everything you need. Nothing you don't.

Stop paying for seven different tools. LedgerOS replaces TaxDome, CCH Document, TicTie, TaxGPT, DocuSign Business, and more — for one flat firm fee.

• Full pipeline Kanban, calendar, list views, and 11 prebuilt workflows
• White-label client portal Secure messaging and document upload
• E-sign for 8879s and engagement letters Unlimited at every tier
• Document archive Year-over-year memory and AI auto-renaming
• Tax research assistant Grounded in IRC, CFR, and case law
• Drake Tax integration Bill import and trial balance export