Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 12 Ratings

Total
ease
features
design
support

Description

Ledgersync streamlines the integration of your client's bank and credit card transactions directly into your preferred accounting software without any manual effort. It also allows for the collection of Client Sub-Accounts. Rather than competing with platforms like QuickBooks, Xero, and FreshBooks, LedgerSync serves as a valuable add-on that enhances their functionality. A common inquiry from our clients is how we differ from QuickBooks Online. As a CPA, you can leverage both QuickBooks and Ledgersync to access a comprehensive and secure online dashboard that consolidates client transactions. With Ledgersync, you can seamlessly connect to both QuickBooks Desktop and Online versions, as well as various other accounting platforms. The automatic import of your client's financial data to the dashboard not only saves time but also significantly reduces the accounting workload, transforming what typically takes two hours into just thirty minutes. This efficiency allows you to focus more on providing value to your clients rather than getting bogged down in administrative tasks.

Description

Keep all your clients' income and expenses organized in one centralized location, allowing for effortless document generation during tax season. You can quickly import transactions from your clients' bank and credit card accounts, with QuickBooks Online automatically sorting them into the appropriate categories. Additionally, clients can take a picture of their receipts and attach them to specific transactions, providing you with a real-time overview of their expenses. By granting you access to their financial records, clients enable you to swiftly address inquiries and assist in resolving any issues. Evaluate your clients' financial status with over 65 built-in reports, which include data tailored for accountants. Enhance your productivity through integration with Intuit-approved third-party applications that broaden the capabilities of QuickBooks Online. With automatic updates, you will always be working with the most current version of the software. Furthermore, a security system comparable to online banking guarantees the protection of your sensitive data. In the event of a computer failure, your information is securely backed up, ensuring that your work remains intact. This comprehensive setup not only streamlines your workflow but also fosters better client relationships through transparency and ease of access.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
ActivTrak No 
Billby No 
Capium No 
Cliénta No 
Cyclr No 
Genuity No 
HelloLeads No 
Hop No 
HorizonGo No 
InnBuilt Attendance No 
MIR-RT No 
PHRBO No 
Playgeko No 
RentMaster No 
RouteStra No 
TourSolver No 
Transformify (TFY) No 
TrashLab No 
TreeRing Time No 

Integrations

QuickBooks Online Yes 
ActivTrak Yes 
Billby Yes 
Capium Yes 
Cliénta Yes 
Cyclr Yes 
Genuity Yes 
HelloLeads Yes 
Hop Yes 
HorizonGo Yes 
InnBuilt Attendance Yes 
MIR-RT Yes 
PHRBO Yes 
Playgeko Yes 
RentMaster Yes 
RouteStra Yes 
TourSolver Yes 
Transformify (TFY) Yes 
TrashLab Yes 
TreeRing Time Yes 

Pricing Details

$12.47
Free Trial Yes 
Free Version No 

Pricing Details

$8 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

LedgerSync

Country

United States

Website

www.ledgersync.com

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

quickbooks.intuit.com/global/accountants/

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Alternatives

Alternatives

Invoice Home Reviews

Invoice Home

Invoice Home Inc.
ProperSoft Reviews

ProperSoft

ProperSoft Inc.