LedgerDocs

Simple document management:

Manage all your accounting and bookkeeping documents in one place with our web-based SaaS document storage system. It's secure, convenient and easy to get started.

- Organize important records such as invoices, bank statements, cheque stubs, deposit slips, bills.
- Store and upload documents in seconds for easy retrieval at a later date. All popular formats supported.

- Customize folders and subfolders to create your own filing structure or use our suggested template. Mobile friendly:

Have you ever lost that receipt when it comes to tax time or filing your year-end? Why not capture the receipt right at the time of purchase to save time and minimize the effort we all love to avoid.

- Send receipts directly by email from your iPhone, Android, or BlackBerry smartphone.
- Type notes that allow your bookkeeper or accountant to allocate documents appropriately.
- Uploaded receipts and bills can easily be searched for at a later date. Share securely with others:

LedgerDocs is designed specifically to foster collaboration between business owners, bookkeepers, and accountants. This can be done easily and intuitively from your account.

- Easily grant and revoke access privileges to your files with one click.
- 256-bit SSL security to ensure a secure browsing experience.
- Daily Backups are handled by us to preserve the integrity of your data. Superior document browsing:

Seamlessly flow through stored files in-browser. Our document viewer allows you to annotate and file each record with minimal effort. Perfect for quickly processing pages of bank statements, invoices, cheques, deposit slips and more.

- Add notes to any document to give context and build a conversation with others. Fully searchable.
- Assign tags and file folders to help organize for easy retrieval later.
- Zoom & rotate documents of any orientation for quick and easy browsing.