Stop guessing. Start documenting.
LedgerBridge gives accountants a structured system to onboard, document, and manage business clients who show up with no books, no receipts, and no records. Every return gets a defensible paper trail.
Client Overview
Tax Year 2025Active Clients
Engagements
Docs Complete
Martinez Landscaping
Schedule C
Peak Auto Repair LLC
LLC
Johnson Consulting
S-Corp
5
Entity Types Supported
10+
Default Checklist Items
Unlimited
Income & Expense Lines
Real-Time
Client Status Tracking
Everything you need for undocumented clients
From intake to filing, LedgerBridge replaces chaos with a repeatable, defensible workflow.
Structured Client Intake
Capture business name, entity type, EIN, contact info, and tax year in a consistent format. No more sticky notes and napkin math.
Engagement Letter Generator
Create engagement letters for every client with scope, fees, and signature tracking. Protect your firm with proper documentation.
Document Checklist
Auto-generate a standard checklist of required documents. Track what you've received and what's still missing for each client.
Income & Expense Estimator
Build income and expense schedules line by line. Flag each entry as documented or estimated for audit transparency.
Workpaper Trail
Every piece of data is tracked with its source and estimation status. No more returns that materialize out of thin air.
Practice Protection
Engagement letters, document checklists, and estimation flags create a defensible record for every return you file.
From chaos to compliance in three steps
Add your client
Enter the business name, entity type, and tax year. LedgerBridge automatically generates a document checklist and prepares an engagement letter template.
Build the financial picture
Add income sources and expense categories line by line. Flag each entry as documented or estimated. Track which documents you've received.
File with confidence
Review the client summary with total income, expenses, and document completion status. Every data point has a clear audit trail.
Simple, transparent pricing
Start free. Upgrade when your practice grows.
Starter
Free
- Up to 10 clients
- Client intake forms
- Basic engagement letters
- Document checklist
- Email support
Professional
$49/mo
- Unlimited clients
- Advanced intake templates
- Custom engagement letters
- Workpaper generation
- Income & expense estimator
- Priority support
Firm
$99/mo
- Everything in Professional
- Multi-preparer access
- Bulk client import
- Custom branding
- API access
- Dedicated account manager
Frequently asked questions
LedgerBridge is built for accountants, tax preparers, and CPA firms who handle business clients (Schedule C, S-Corps, partnerships, LLCs) that come in with little to no formal bookkeeping.
Schedule C sole proprietors, S-Corps, C-Corps, partnerships, and LLCs. You can set the entity type per client and it's tracked throughout the workflow.
No. LedgerBridge handles the intake, documentation, and workpaper side — everything that happens before you open your tax software. It gives you organized data to enter into your existing tools.
Every income and expense line item can be marked as 'documented' or 'estimated.' This creates a clear audit trail showing which numbers came from actual records and which were reconstructed.
Yes. The Starter plan is free and supports up to 10 clients with core features. Upgrade to Professional for unlimited clients and advanced features.
Absolutely. You can cancel your subscription at any time with no penalties. Your data remains accessible until the end of your billing period.
Ready to bring order to your practice?
Join the waitlist and be among the first accountants to try LedgerBridge. No credit card required for the free plan.