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LEDGEIN

FOR CHARTERED ACCOUNTANTS

Statutory work has a standard.
Your system should hold it.

Chartered practices carry review obligations, filing deadlines and documentation expectations that cannot rely on memory. LEDGEIN records the client, the engagement, the review step and the evidence in one workspace.

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Illustrative product view. Sample data.

Practice workspace

Everything connected to the client record

On track

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.

Overview of connected LEDGEIN capabilities

THE PRESSURE

What makes CA work different

The work is not only technical. It has to be reviewable afterwards.

  • Review is not optional

    Preparation and review are distinct stages with distinct owners, and that separation has to be visible.

  • Deadlines are statutory

    Filing and lodgement dates arrive on a fixed calendar, across many entities and many periods.

  • Evidence must be findable

    The supporting documents behind a set of accounts should sit with the engagement, not in an inbox.

  • Rules change mid-year

    Regulatory updates need to reach the people running affected clients, not sit in a newsletter.

HOW LEDGEIN HELPS

One record for the engagement, the review and the evidence

  • Client and entity records

    Groups, entities, registrations and contacts held on one canonical client record.

  • Statutory obligations

    Filing and lodgement dates tracked by client and period, with a named owner.

  • Preparer and reviewer stages

    Approvals are recorded as part of the workflow, not agreed verbally.

  • Engagement documentation

    Requested and received documents file against the client and the job.

  • Regulatory intelligence

    Verified change is matched to the clients it affects so the review list is short.

  • Access and history

    Role-based access to client data, with activity history on the work.

A TYPICAL ENGAGEMENT

How a statutory job runs in LEDGEIN

Illustrative sequence using fictional demonstration data.

  1. 01

    The period obligation appears

    LEDGEIN

    The statutory date is created for the entity and period with an owner attached.

  2. 02

    The engagement is opened from a template

    Practice

    Stages and checklist items are applied so every entity is handled the same way.

  3. 03

    Records arrive through the portal

    Client

    Requested documents land against the client and the job rather than an inbox.

  4. 04

    Preparation, then review

    Practice

    The reviewer signs off within the workflow, and the approval is recorded.

  5. 05

    Filing is recorded and closed

    LEDGEIN

    The completed job, its documents and its history stay attached to the client.

WHAT CHANGES

The practical difference

  • Review evidence exists by default

    Sign-off is part of the process, so it does not have to be reconstructed later.

  • Deadline exposure is visible

    The partner group can see what is due, what is late and who owns it.

  • Consistency across entities

    A group of ten entities runs on one defined process instead of ten personal ones.

  • Change reaches the right clients

    Regulatory updates are matched to affected clients rather than broadcast.

RELATED

Explore the capabilities behind this

Built for the standard your practice is held to.

See how client records, statutory deadlines, review and documents work together in LEDGEIN.

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