Portfolio visibility. Engagement-level enforcement. Immutable records. All without crossing the preparation boundary.
No ambiguity. No searching. Just structured requirements and a single button when everything is done.
Your accountant has requested 4 items. 3 of 4 fulfilled.
Every template ships with structured checklists, plain-language client guidance, milestone schedules, and readiness scoring. Your firm can use them as-is or customize for any client.
1040, 1065, 1120S, 1120, Bookkeeping, Payroll, 1099
Construction, Medical Practice, Agriculture, Restaurant, E-Commerce
IRS Audit Response, R&D Credit, Cost Segregation, FBAR, Amended Returns
Entity Formation, Dissolution, M&A Due Diligence, Audit Prep, Year-End Close
Crypto, 1031 Exchanges, Nonprofits, Trusts, Opportunity Zones, Cannabis 280E, and beyond.
Your clients don't need training. They need a checklist.
Every completed engagement produces an immutable record. SHA-256 hashed. Client-signed.
Client-attested completeness
Before an engagement is marked complete, your client confirms:
Then they sign. Timestamped, attributed, permanent.
Completeness is declared. Not assumed.
Pre-Accounting Record
Engagement 2024-11
Riverside Consulting LLC · Jan 14, 2025
SHA-256: a7f3c9...e2d841 · Read-only · Immutable
You start reviewing. Not chasing.
Preparation observations are surfaced automatically as engagements prepare for review.
Prior year structure carries forward automatically. Zero firm setup.
See preparation status across your entire client portfolio in real time.
Organized by who it serves. Skip to what matters to you.
For the Engagement
Clean Statement Mode
Raw statements normalized automatically.
Ghost Account Detection
Unuploaded transfer accounts surfaced before review.
Transaction Categorization
Rule-matched vendors. Accountant retains final judgment.
Communication Hub
In-engagement messaging. Timestamped. Attributed.
Multiple Uploaders
Bookkeeper, owner, spouse — each upload attributed separately.
Configurable Reminders
Set follow-up schedules per engagement. System handles the nudging.
For the Practice
Engagement Queue
Who's ready. Who's stalled. Who hasn't started.
Stall Detection
What's missing and how long it's been.
Requirements Engine
Define once per entity type. Reuse across every client.
Year-over-Year Continuity
Accounts, templates, and defaults roll forward.
Bulk Client Import
Upload a CSV. 50 clients onboarded in minutes.
1099 Readiness & Export
Track $600 thresholds. Export when needed. No spreadsheet.
Year-Round Engagements
Monthly bookkeeping, quarterly reviews — any recurring engagement.
For the Firm
Governance Dashboard
Every engagement. Process metrics only. No financial data.
Firm Policy Mode
Declare standards. Deviations logged, never blocked.
Compliance Metrics
Which engagements followed your process and where they didn't.
Engagement Templates
Build once per entity type — sole prop, LLC, S-Corp. Carry forward.
Audit Trail
Every action. Timestamped. Immutable. Hashed.
What sits in your file at the end of engagement intake.
Without Declared Preparation
Relies on recollection.
With LedgerReady Record
Relies on documentation.
Your professional judgment is the product. Ours is not.
These aren't limitations. They're the reason accountants trust us.