Streamline every step —
from document collection
to a clean verified record.
LedgerReady turns document chaos into a clean, verified financial record.
LedgerReady handles preparation — not workflow, scheduling, or billing. No migration required.
Unpaid hours. Skilled staff stalled. No defensible record. The same pattern — across every engagement.
Structured, Documented, Intelligent Guidance, Efficient.
LedgerReady replaces the entire cycle with enforced preparation infrastructure.
Complete Books 3x Faster while Catching Accounting Mistakes
No more email chains. No more shared drives. No more guessing.
Complete before you touch it.
Built for firms managing 50–500+ engagements per year.
Whether you manage your own books or run a 500-engagement firm, the preparation problem is the same.
You manage your own books. LedgerReady organizes your documents, flags what’s missing, and builds a verified record for tax time — or to hand off to your accountant.
You manage every engagement yourself. LedgerReady eliminates the back-and-forth so you spend time on billable work, not chasing documents.
Your staff spends hours sorting and verifying before work begins. LedgerReady means every file that hits a desk is already organized, complete, and declared.
Different offices, different standards. LedgerReady enforces one preparation protocol across every location, every engagement, every client.
Every document. Every deadline. Every engagement.
Based on 3–5 hours lost per engagement before billable work begins.
That's $3,000/mo in recovered capacity — before you factor in staff time, client satisfaction, or fewer errors.
Enforce it once. Apply it to every engagement.
One real engagement. Not a sandbox. Not demo data. A complete preparation cycle from start to finish.
Create your account. Pick a plan that fits your practice.
Pick a template or build your own. Send a magic link to one real client.
Watch preparation complete itself. Your client uploads, declares, and you start with everything in place.
Plans start at $15/month. Annual billing saves 15%.
All plans include unlimited firm users and unlimited client invitations. Your clients never pay.
Personal
For your own books & taxes.
Introductory pricing — first year
1 engagement per year
Everything you need:
AI Transaction Insights
Coverage Map & Gap Detection
Preparation Intelligence (PIE)
Guided Checklists
Include Accountant Handoff
500 MB storage
Essential
For independent practitioners.
Introductory pricing — first year
Up to 50 active engagements
Core features:
Guided Client Portal
Clean Statement Mode
Completeness Declaration & Audit Trail
Immutable Pre-Accounting Record
20 GB storage
Professional
For growing practices requiring continuity.
Introductory pricing — first year
Up to 200 active engagements
Everything in Essential, plus:
Year-over-Year Carry Forward
Import Verification
Conditional Questionnaires
Chain of Custody PDF Exports
20 GB storage
Firm
For multi-practitioner standardization.
Up to 500 active engagements
Everything in Professional, plus:
Firm-Wide Preparation Visibility
Defined Preparation Standards
Preparation Process Reporting
Deposit Source Matching
250 GB storage
Enterprise
Multi-office firms with advanced controls.
Starting at
$599 / monthUnlimited engagements · $25/seat/mo
Everything in Firm, plus:
SSO/SAML Authentication
Multi-Office Management
API Access & Integrations
Audit Log Export
Unlimited storage
Plans start at $15/month. Enterprise includes per-seat billing. Annual billing saves 15%.
Need more capacity?
+100 engagements
$99/mo · Stackable · Any plan
Extended retention
Extra Storage
+100 GB $49/mo · +500 GB $129/mo · +1 TB $149/mo
Everything accountants ask before getting started.
No. Clients always access LedgerReady for free. They receive a magic link from you — no login, no app, no training required. Your subscription covers everything.
All new subscriptions include introductory pricing for the first year. Personal starts at $15/month, Essential at $39/month, and Professional at $149/month. After your first year, standard rates apply.
No. LedgerReady works alongside TaxDome, Karbon, Canopy, and your existing tools. It handles preparation — not workflow, scheduling, or billing.
Never. Each firm's data is completely isolated. Client data is never shared, aggregated, or visible to other firms.
Yes. Bookkeeper, owner, spouse — each upload is individually attributed so you always know who sent what and when.
No. LedgerReady surfaces preparation observations only — patterns, gaps, and flags. All interpretation and professional judgment remains with the accountant.
Most clients complete their preparation in one or two sessions. They see exactly what's needed, upload at their own pace, and declare completeness when done.
Add +100 active engagements for $99/month, stackable on any plan. Extended storage add-ons are also available.
Use it with a single client. No sandbox. No demo data. One real preparation cycle from start to finish.
Send your first checklist in under 5 minutes. No migration required.
Questions? hello@ledgerready.app