One call. Every engagement.Zero tab-switching.
Ledger wires every open return, deadline, and client thread into one nerve center — built for firms that move faster than their spreadsheets allow.
From inbox to tracked engagement — before the coffee cools.
Ledger ingests a new engagement from any source and immediately creates a structured, deadline-aware record. No copy-paste, no duplicate data entry, no lost context.
Every engagement, every stage, one screen.
Managing partners see the full portfolio at a glance. Staff accountants see exactly what's theirs. Ops managers see what's about to break — before it does.
Stop hunting. Start filing.
Every missing K-1, W-2, and basis schedule has a named owner, a due date, and an automated reminder. The chase ends the moment you create the engagement.
Three spokes down. You already understand the logic.
Managing partners at firms like yours set up their first engagement in 11 seconds. The dashboard clears in real time. The tabs stay closed.
The deadline engine never forgets. You shouldn't have to.
Every federal and state filing deadline is built in, layered, and capacity-aware. Extensions update automatically. Penalty exposure is visible before it's real.
See the write-down before it hits the P&L.
Budgeted vs. actual hours surface at engagement level, in real time. Ops managers see which returns are bleeding hours before the conversation with the partner.
| Team Member | Budgeted hrs | Actual hrs | Variance | Write-down Risk |
|---|---|---|---|---|
R. Patel Senior Associate | 120h | 118h | -2h | low |
J. Okonkwo Staff II | 80h | 94h | +14h | high |
S. Nakamura Senior Associate | 100h | 101h | +1h | low |
M. Osei Staff I | 60h | 78h | +18h | critical |
T. Brennan Manager | 140h | 137h | -3h | low |
"We cut engagement setup time from 20 minutes to under 30 seconds. During March, that compounds into hours recovered."
"The deadline calendar alone paid for the subscription in week one. No more hunting through email chains for K-1 status."
"I can see which engagements are bleeding hours before the write-down conversation. That visibility changed how we staff."
The exhale moment.Thirty tabs → one dashboard.
Start free. No credit card. Your first engagement goes live in 11 seconds — K-1 tracking, deadline alerts, and hour visibility included.