Less chasing documents. More time for your clients.
LedgerTrellis is building a smarter way for accounting and bookkeeping firms to organize client document requests, track deadlines, and streamline monthly workflows.
Built for the way accounting firms work
Our goal is to reduce repetitive administrative tasks and give firms a clearer view of what information is still needed from clients.
Client Document Requests
Create organized lists of required documents and track outstanding items in one place.
Smart Checklists
Give clients a clear checklist showing what has been requested, received, and approved.
Automated Reminders
Set due dates and plan automatic follow-up emails for documents that remain missing.
Client Upload Portal
Provide a secure destination for clients to submit requested documents.
Workflow Dashboard
See which clients need attention, which requests are overdue, and which files are ready for review.
Accounting Integrations
Designed with a QuickBooks Online-first integration roadmap and future support for additional accounting systems.
A simpler document collection process
LedgerTrellis is being developed around a straightforward workflow.
Create a Request
Select a client, choose the documents needed, and establish a deadline.
Collect Documents
Clients receive a checklist and submit the requested documents through a dedicated portal.
Review and Complete
Staff review submissions, approve completed items, and follow up on outstanding requests.
Designed to work alongside your accounting tools
LedgerTrellis is being designed as an independent workflow platform rather than a replacement for your accounting software.
QuickBooks Online
Our first planned accounting integration, with authorized connections and bookkeeping workflow support.
Lacerte
A future integration area focused on tax preparation document requests and client workflows.
Additional Platforms
A flexible architecture intended to accommodate other accounting tools as supported integrations are developed.
Why LedgerTrellis?
Accounting professionals should spend more time reviewing financial information and advising clients, not repeatedly chasing missing paperwork.
Better Organization
Keep client requests, due dates, and completion statuses together.
Greater Visibility
Identify outstanding information before it delays a workflow.
Less Manual Follow-Up
Use planned reminder automation to reduce repetitive client emails.
Help shape the future of LedgerTrellis
We're developing tools for accounting professionals and welcome inquiries from firms interested in early access.
Contact LedgerTrellisrequests@ledgertrellis.com