The firm you built, on the platform it deserves.
You did not start a firm to administer 10 software subscriptions, reconcile their bills, or teach a March hire which one breaks. LedgerOS Practice is the whole practice in one place — the board, the documents, the signatures, the research, the mail, the billing. $129 a seat, everything included, no tier above yours.
Click through it before you talk to anyone.
Two minutes on the pipeline — the board your whole season runs on. No form, no calendar invite.
An interactive walkthrough of the real product interface.
Four things your current stack cannot sell you.
Not because they are expensive. Because they only work when the whole practice is one system.
Nobody files anything again
Point it at the folders your tax software prints into and it takes it from there. Returns and authorizations file themselves. Paper organizers gather into one batch you approve in a single click. Printed signature packets arrive already sorted, already named, with the cost of sending them worked out before you commit.
Review that is not stuck on one desktop
The same tickmarks and the same audit tape your reviewers already use, on the document, in a browser. Every engagement assembles into one bookmarked binder, the second reviewer can open it without installing anything, and next year starts from this year.
It tells you what it could not verify
It answers from the IRS and the states and nothing else, then goes back out and re-reads every source it cited to see whether it actually says what the answer claims. What comes back is marked: checked, or not checked and here is why. A tool that is never uncertain is not being careful — it is guessing with confidence.
Your clients never learn our name
They log in to your logo, your colors and your own domain — included, not an upsell. And they land on the four things you are waiting for rather than a folder tree, each one clearing itself the moment it is done.
18 modules. One login.
Not integrations. Not add-ons. One codebase built for how an accounting firm actually runs.
Signing, without the second vendor
Send the 8879 from the return it belongs to. Signers come from your contacts, not from names read off the PDF, and a printed set gets named page by page so nothing goes out mislabeled. Identity verification runs here too when a return needs it — billed per check, like everyone bills it.
The filing stops being a job
Point an agent at the folders your tax software prints into and the documents file themselves, to the right client, versioned, with the duplicate caught. Portal uploads land the same way. Nobody drags anything anywhere.
Research you can put your name on
It reads the IRS and the states and nothing else, then goes back and re-reads every source it cited to check the answer actually says what it claims. You get told which citations held up and which are still yours to check.
Where everything is, without asking
Every return, every engagement, and exactly who is waiting on whom. The column a job sits in tells the client something too, so the chasing happens without anyone drafting it.
Quoted, signed, worked, paid
The proposal they accept becomes the engagement. The time you log becomes the invoice. The payment lands in QuickBooks. Nothing in that chain gets typed twice.
Certified mail from your desk
Write it on your letterhead, send the batch, and the tracking comes back to the client it went to. Addresses are checked before anything prints rather than after it comes back. IRS notices get their own place.
I owned a small CPA firm for ten years before I started building this.
Four staff, three locations, mostly tax and bookkeeping work. The kind of practice the rest of the country runs on.
Like everyone else, I duct-taped a stack of vendor tools together to run it — TaxDome for the portal, CCH Document for archive, TicTie for review, TaxGPT for research, separate apps for engagement letters and bulk client comms. Five-figure software bills every year. Different login for every tool. New seasonal staff onboarded on whichever system was breaking that week.
I kept thinking someone would build the obvious thing — one platform for the whole practice, designed by someone who'd actually sat in our chair. Nobody did.
So I'm building it.
LedgerOS is what I wish I'd had for the last decade of running my firm. We're starting with Practice — but the whole platform is coming. I want to build it with firms who get it. If that's you, I'd like to talk.
Practice is module one.
One login, one client record — the platform grows from here.
Practice
Practice management for tax and accounting firms — the 18 modules on this site.
Marketing
Client campaigns and firm growth, on the same client records.
Books
Bookkeeping for your clients, connected to the practice that serves them.
Payroll
Client payroll, run from the same platform.
Three steps to switch.
Out of season it is an afternoon and an evening. In February it is neither — which is the single best predictor of how a switch goes.
Start the trial
Fourteen days, no card. Import your client list from the CSV your current system exports — there are column presets for TaxDome, Canopy, Drake, UltraTax and Lacerte.
Point the agent at your folders
Export your document archive once and the capture agent files it by its folder names, then keeps watching what your tax software prints. Open receivables import alongside the roster.
Rebuild your pipelines, then invite clients
Workflow templates are rebuilt rather than imported — half a day, and worth doing deliberately. Then invite clients to the portal in waves rather than all at once.
The cost of staying.
Next February, again:
- —$2,500–$5,000 a head, every year, for tools that do not talk to each other
- —Three weeks in March teaching a seasonal hire 10 different systems, one of which is always down
- —Evenings spent on work that is not accounting and never was
- —A widening gap between you and the firm down the road that switched
- —The same 10 renewals landing again, and again the year after
Or, starting this afternoon:
- ✓Fifteen minutes to be inside it, no card
- ✓One login, one bill, one thing to teach in March
- ✓$129 a seat, everything in it, nothing held back for a plan above yours
- ✓Your book of clients imported before you finish your coffee
Ready to retire the stack?
One plan for the whole practice — $129 per seat, every Practice module included. Start your free trial today; migration support from your current tools comes standard.
14-day free trial · No credit card required · Cancel anytime