14 days free · no card requiredOne system.
One system.
Not nineteen.
Everything a small firm actually runs on — one plan, $129 per seat. No add-on modules, no upsells, no “contact sales.”
- Pipeline, tasks, and engagement templates
- White-label client portal and document requests
- E-sign with KBA — 8879s and engagement letters
- Document archive, annotation, and workpapers
- Tax research grounded in IRC, CFR, and case law
- Client email and secure messaging in one inbox
Firms come to us from TaxDome, Canopy, Drake, UltraTax, and Lacerte.
We read their exports — bring your client list on day one.
We read their exports — bring your client list on day one.
app.tryledgeros.comBuilt by a CPA, not private equity
14 days free · no card requiredOne system.
One system.
Not nineteen.
Everything a small firm actually runs on — one plan, $129 per seat. No add-on modules, no upsells, no “contact sales.”
- Pipeline, tasks, and engagement templates
- White-label client portal and document requests
- E-sign with KBA — 8879s and engagement letters
- Document archive, annotation, and workpapers
- Tax research grounded in IRC, CFR, and case law
- Client email and secure messaging in one inbox
Firms come to us from TaxDome, Canopy, Drake, UltraTax, and Lacerte.
We read their exports — bring your client list on day one.
We read their exports — bring your client list on day one.
app.tryledgeros.comBuilt by a CPA, not private equity