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LEDGEIN

DOCUMENTS

Ask once. Track what arrives.
File it where it belongs.

Document requests replace the chasing email chain. Your team sees exactly which items are outstanding, what the client has uploaded, and where each file was stored.

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Illustrative product view. Sample data.

2026 GST supporting documents

Harbourline Freight Ltd · Requested by Ana Mercer

2 of 3 received
  • Bank statementsClient upload · 2.1 MBReceived
  • InvoicesClient upload · 8.4 MBReceived
  • Expense receiptsRequested 4 days agoAwaiting

Received files land in the document inbox for review before they are filed.

Document request for a sample GST engagement

WHY IT MATTERS

Chasing documents is the most expensive part of compliance work

A job that waits three weeks for a bank statement is not a workload problem, it's a visibility problem. Requests make the gap explicit and shared.

  • Named items, not vague asks

    Each request lists the specific documents needed, so the client knows exactly what to send.

  • Outstanding items are visible

    Progress on a request shows what has arrived and what is still missing, at a glance.

  • Reminders without awkwardness

    Scheduled reminders follow up on outstanding items so your team doesn't have to.

  • Filing is part of receiving

    Documents land against the client and the job, then into your practice storage.

CAPABILITIES

What document management covers

  • Document requests

    Request named items from a client, tied to the job and period they belong to.

  • Document inbox

    A single place to see what clients have sent and what still needs review.

  • Client uploads

    Clients upload through the portal — no attachments lost in an inbox.

  • Structured filing

    Files are stored against the client record and your practice folder structure.

  • Storage connections

    SharePoint, OneDrive or an approved folder on your own practice server.

  • Controlled access

    Role-based access to documents, with revocation when people or devices change.

  • LEDGEIN Practice Server

    Available

  • SharePoint

    Planned

  • OneDrive

    Planned

  • Google Drive

    Planned

CONNECTED CAPABILITIES

Where documents connect

Document security

  • Encryption in transit and at rest
  • Role-based access to client documents
  • Approved storage locations only
  • Access revocation when staff or devices change
How LEDGEIN protects practice data

Ready to bring your practice into one workspace?

Start with your own workspace, or walk through LEDGEIN with our team first.

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