Trusted by accounting firms nationwide
client relationships managed this quarter
Zero fell through the cracks.
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minutes saved per client interaction
When Ledger auto-tags emails, calls, and file uploads to the right client record, your staff stops doing data entry and starts doing accounting. Across a 400-client firm, that's 73 hours recovered every week.
deadline compliance rate across all firms
Generic CRMs don't know the difference between a quarterly estimate and a Form 1065 extension. Ledger does. It surfaces the right deadline to the right person — before it becomes a problem.
pipeline visibility improvement in 60 days
Within two months of going live, firms using Ledger can tell you exactly where every client sits — who's waiting on documents, who's in review, who's ready to file. No more asking around. No more tribal knowledge walking out the door when a senior staff member leaves.
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CRM Migration Checklist
The exact 6-step playbook 200+ accounting firms used to migrate off spreadsheets without losing a single client record.