Accountant software for connected client workflows

See the clients you are responsible for

A clear assigned-client view helps accountants focus on the businesses they are working with and reduces the need to search across unrelated accounts.

Review the records behind the figures

Accountant oversight is most useful when the bookkeeping, documents and reporting workflow are connected. LedgeX is designed to keep that context available during review.

Track progress and outstanding information

Incomplete records and unanswered questions can delay accounting work. Shared workflow visibility helps surface what still needs client input.

Keep communication tied to the client

Bringing messages and accounting context closer together can make it easier to understand what was requested, what was supplied and what remains unresolved.

Frequently asked questions

Can accountants see all LedgeX clients?

Access is role- and assignment-based. Accountant users should only see the clients and information their permissions allow.

Can an accountant review client accounting records?

LedgeX includes accountant-facing workflows intended to support review of assigned-client information and accounting progress.

Is LedgeX intended for practices as well as business owners?

LedgeX includes accountant workflows alongside the client experience, with features continuing to evolve.