Accountant Access
As a practicing CPA, I know what you are thinking. Great. Another off-the-wall app my client wants me to use. We promise we are not like the other corporate systems. Ledger Perfect was designed by a CPA to assist cash basis businesses in categorizing their transactions. Our system is built to make both those clients and your process more efficient. The free access we provide allows you complete access to their business data and tax code exports to make tax season a little easier.
WORKING TOGETHER
We provide your cash basis clients a simple method for categorizing transactions and sharing access with you!
Direct Import
We utilize a 3rd party banking system which connects directly to your clients accounts. This method insures transactions are as accurate as possible.
02
No More Excuses
Our system eliminates the excuse of not having time for data entry or reconciling. We import data and give clients an easy way to categorize transactions.
03
Professional Tricks
Like many of you we grew up using professional write-up programs. We have taken a few tricks from those old programs and integrated them into our mobile app.
04
Data Exports
Ever wish you could get a simple export of data to Excel? We have built our reports for clean export to CSV. Our tax code export even allow you the ability to import into UltraTax using the Import from Excel.
Join our waiting list!
We will be releasing our app on a limited basis. Send us your email and we will email you when it's available.
Resources
Company
Legal