What is LedgerDocs?

About LedgerDocsWhat is LedgerDocs?

LedgerDocs is simple document management for QuickBooks Online transactions. We asked them 8 questions, as a part of our “What Is” blog series, to learn more about their app and their company.

What is your App’s name, what do you do, & when did you get published on Intuit’sApps.com?

LedgerDocs is a document management portal designed to simplify the process of sharing financial documents between businesses and their bookkeeper/accountant. LedgerDocs was published on the Intuit app store in October 2015.

What was the main problem you were trying to solve when you first developed LedgerDocs?

LedgerDocs was created as a necessary tool to what originally started off as a bookkeeping/accounting firm. As one of the first cloud accounting firms in 2002, we found demand for our services across North America growing but there were no tools available that would help us collect and manage our client’s documents in a timely fashion. We needed something that our staff could use on a daily basis but that was also easy to get our clients on board with, and we were underwhelmed with what existed. That led us to build an internal portal that would manage each client individually, which eventually turned into LedgerDocs.

What companies (or users) are the best fit for LedgerDocs?

LedgerDocs was created for bookkeepers and accountants who want to grow their practice and streamline their processes. LedgerDocs offers more control for users who want to embrace the cloud, while also offering tools to enhance communication among staff members, clients, and management. LedgerDocs scales well as accountants and bookkeepers grow their practice, both in terms of number of clients and staff count.

Tell us about your users’ top 3 favorite features or benefits of LedgerDocs.

1. Multiple Ways to Upload and documents available RIGHT AWAY – Once a document is in LedgerDocs, it’s available right away to process – no wait time required. Users are able to upload and share their information via the LedgerDocs iPhone/Android app, dedicated client email address, using a web browser, or with using the Dropbox or Fujitsu ScanSnap integration.
2. Post to QuickBooks Online – Users are able to push transactions to QBO with the source document attached. We cut down manual entry by remembering how you posted a similar document the last time.
3. A Visual Inbox – Easy to use intuitive interface that lets you search and file documentsexactly to your liking.

Tell us about your company’s culture and leadership.

From our roots as a bookkeeping and accounting firm, the LedgerDocs team is committed to giving back to the industry they love. Everything that we do has the intention of making the lives of bookkeepers and accountants easier, and we design our app with them in mind. This can be a difficult job but we try to maintain a fun and flexible office culture. Every employee has their fair share of endless coffee and time with the multiple office dogs for therapeutic support!

How is LedgerDocs different from your competitors?

The #1 reason users choose LedgerDocs over our competitors is because optical character recognition (OCR) has brought more frustration to users than the time saved. Many of our users have tested this technology in the past and found that a simple mistake can lead to hours of unbillable hours trying to resolve and fix the problem. This is why strive to create an application that gives more control to the bookkeeper, while also providing automation tools that help to reduce manual entry of information.

What is the pricing for LedgerDocs?

LedgerDocs offers volume-based pricing, meaning we charge based on the number of companies/clients that your firm has onboard. This fee begins at $10/month per client, and will gradually be reduced as you add more companies to your account. Included in this monthly cost is unlimited data storage, members, and transactions to QuickBooks Online. We guarantee no hidden fees!

Does LedgerDocs have any programs for Quickbooks ProAdvisors?

At LedgerDocs we love our QuickBooks Online users and want every QuickBooks ProAdvisor to be able to experience the time-saving benefits of LedgerDocs, without being limited to a trial period. The LedgerDocs ProAdvisor plan entitles all QuickBooks ProAdvisors to a free, no expiry LedgerDocs account to use for their own practice. Being ProAdvisors ourselves, we want to ensure that QuickBooks users are comfortable using new apps before rolling them out to their clients.

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