FOR ACCOUNTING PRACTICES
Your practice is not disorganised.
It is spread across too many systems.
Client details in one spreadsheet, deadlines in another, documents in email, and the real status of a job in someone's head. LEDGEIN gives the practice a single operating layer where the client record, the work and the documents all refer to each other.
Practice workspace
Everything connected to the client record
Clients
128 active records
Work
47 open tasks
Compliance
12 obligations this month
Documents
9 requests outstanding
Communication
5 threads awaiting reply
Regulatory
1 update to review
Insights
Cycle time 6.2 days
Client portal
3 uploads today
One record per client — services, work, obligations, documents and communications all reference the same context.
THE PROBLEM
Where the day actually goes
Not the work itself — the effort required to find out where the work stands.
Reconstructing status
Answering 'where are we with this client?' means checking three places and asking two people.
Chasing documents
Requests live in email, so nobody can see what was asked for or what is still outstanding.
Repeating setup
The same annual engagement is rebuilt from scratch each year because there is no template.
Client detail drift
Two spreadsheets disagree about a client's contact, entity type or registration.
HOW LEDGEIN HELPS
One client record, and everything hanging off it
Client 360
Entities, contacts, registrations, engagements, documents and history on one record.
Recurring work templates
Annual and periodic engagements run from a defined process rather than memory.
Visible task ownership
Every piece of work has a named owner, a stage and a date the practice can see.
Documents attached to work
Files land against the client and the job, in a consistent structure.
Client communication in context
Requests and messages sit with the client record instead of a personal inbox.
A practice-wide view
The partner group can see the state of the practice without assembling a report by hand.
A TYPICAL ENGAGEMENT
How an annual job runs in LEDGEIN
Illustrative sequence using fictional demonstration data.
- 01
The engagement is created from a template
LEDGEINStages, checklist items and the important date are applied automatically for the period.
- 02
Work is assigned
PracticeA preparer and a reviewer are named, so ownership is explicit from day one.
- 03
Documents are requested
PracticeA structured request lists exactly what is needed, rather than a paragraph in an email.
- 04
The client uploads through the portal
ClientFiles arrive against the right client and job, and the request updates itself.
- 05
Preparation and internal review
PracticeThe job moves through defined stages, with review recorded before completion.
- 06
Status is visible practice-wide
LEDGEINAnyone with the right permission can see where the job stands without asking.
WHAT CHANGES
The practical difference
Fewer status meetings
The system holds the answer, so the meeting is about decisions rather than updates.
Handovers stop hurting
When someone is away, the work is legible to whoever picks it up.
Consistency across the team
Two preparers run the same job the same way, because the process is defined once.
A practice that can be reviewed
Ownership, dates and history are recorded rather than remembered.
RELATED
Explore the capabilities behind this
- Client ManagementThe single client record everything attaches to.Explore
- WorkflowsTemplates, stages and ownership for recurring work.Explore
- Document ManagementRequests, inbox and consistent filing.Explore
- Chartered accountantsThe same platform framed for statutory and review-led CA work.Explore
- Plans for your practice sizePricing by team size, with everything included from day one.Explore
Replace the patchwork with one workspace.
Consolidate clients, jobs, compliance and documents into a single system.
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