📊 LedgerFlow — Accounting & Bookkeeping CRM

Stop Chasing Clients for Documents. LedgerFlow Does It Automatically.

CRA deadlines pre-loaded. QuickBooks and Xero synced. Built for the 1–5 person Saskatchewan accounting firm.

📅 Tax season is coming. Get set up in 15 minutes before the January rush.

Features

Everything a Saskatchewan Accounting Practice Needs

Purpose-built for Canadian tax professionals — not a generic CRM with a tax skin slapped on.

👥

Client CRM & Digital Onboarding

Onboard new clients in 5 minutes. Collect info, sign engagement letters, and get started — all digital, no paper.

📁

Document Collection Portal

Clients upload T4s, slips, and receipts themselves. You get an email. No more chasing. No more email attachments.

📅

CRA Deadline Calendar (Pre-Loaded)

T1, T2, T3, T4, HST/GST, payroll, and corporate deadlines pre-loaded for every client type. Never miss one again.

🔔

Automated Client Reminders

LedgerFlow sends reminders to clients via email and SMS — before deadlines, before documents are due, before things go wrong.

⏱️

Time Tracking & Invoicing

Log hours per client automatically. One-click invoicing. Integrate with QuickBooks or Xero to sync billing.

🔗

QuickBooks / Xero Integration

Two-way sync with QBO and Xero. Your billing, contacts, and reports stay in sync across both platforms automatically.

Who It's For

Built for Saskatchewan Accounting Professionals

👤

Solo Bookkeepers

🎓

CPA Sole Practitioners

🏢

Small Accounting Firms (2–10)

📆

Seasonal Tax Preparers

Pricing

Firm-Wide Pricing — Not Per User

✅ Every plan includes all staff — one flat monthly price

Solo

$49/mo

Firm-wide — not per user

  • 1 staff user
  • Up to 50 clients
  • CRA Deadline Calendar
  • Document Collection Portal
  • Automated client reminders
  • Email support
Start Free — 30 Days
Most Popular

Practice

$99/mo

Firm-wide — not per user

  • 5 staff users
  • Up to 250 clients
  • Everything in Solo
  • Time Tracking & Invoicing
  • QBO / Xero Integration
  • SMS client reminders
  • Priority SK phone support
Start Free — 30 Days

Firm

$179/mo

Firm-wide — not per user

  • Unlimited staff users
  • Unlimited clients
  • Everything in Practice
  • Custom workflows
  • White-label client portal
  • Dedicated account manager
Start Free — 30 Days

Annual billing saves 20%. Less than one billable hour per month.

How LedgerFlow Compares

FeatureLedgerFlowTaxDomeKarbonFinancial Cents
CRA deadlines pre-loaded
Firm-wide pricing (not per user)
30-Day Free Trial
100% Money-Back Guarantee
SK Local Support
QBO / Xero Integration
SMS Client Reminders
PIPEDA-compliant servers

Start Free — Less Than One Billable Hour Per Month · 100% Money-Back

Start Free — 30 Days

No credit card required. Cancel anytime. Firm-wide pricing — not per user.