The firm you built, on the platform it deserves.
Modern accounting firms shouldn't have to duct-tape seven vendor tools together to run a practice. LedgerOS Practice is one platform for everything that used to take a stack — pipeline, portal, documents, review, research, and bulk communications. AI where it helps. Multi-location built in. Seasonal staff licenses nobody else offers.
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 seven 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 Practice is what I wish I'd had for the last decade of running my firm. I'm starting with 100 founding firms because I want to build it with people who get it. If that's you, I'd like to talk.
Built for the way you actually work — especially in tax season.
Every screen below is designed around a specific moment in the day of a working accountant — and the integrations between them are the point.
The product is built for the desk.
LedgerOS is a desktop application designed for the way accountants actually work — full screens, multiple windows, focused sessions. The interactive tours don't fit a phone, and we don't pretend otherwise.
Drop your email and we'll send you direct links to all seven tours — open them on your laptop when you're at your desk.
- 01Document intelligence — AI-renamed uploads
- 02Pipeline — every engagement, one board
- 03Workpapers — auto-assembled bookmarked PDFs
- 04Review — tickmarks, sticky notes, tie-outs
- 05Bulk communications — no daily cap
- 06Client portal — return status tracker, e-sign
- 07Tax research — IRC, Regs, Court decisions with citations
How we actually compare.
No vague feature grids. Real capabilities, real limitations.
Pipeline, workflows, client portal, and bulk communications
The category TaxDome has owned for years. We match the depth and beat them on every interface choice — plus we add multi-location and seasonal licenses they don't have.
10+ years of feature accumulation and a battle-tested automation engine refined by tens of thousands of firms. Their library of community-shared workflow templates is something we'll build over time.
Cleaner UI, multi-location architecture, typed tagging, AI features, internal team chat, seasonal licenses, and we don't cap your bulk email at all.
Comparison based on publicly available feature lists as of April 2026.
Built for the way modern firms work.
Built to replace what TaxDome, Canopy, and CCH Document do — at less than half the price.
- ✓Document intelligenceUpload
scan_20250215.pdf— get back2024 Smith W-2 Acme.pdf. Auto-rename, auto-tag, auto-organize. - ✓Pipeline & workflowKanban with five stages. Built-in templates for 1040, 1065, 1120S, 1120, 990, 1041, monthly bookkeeping, BOI, and more.
- ✓Workpaper assemblyCombine every document into one bookmarked PDF automatically. Regenerates as documents arrive. The TicTie workflow, web-based, included.
- ✓Review with tickmarksSticky notes, standard accounting tickmarks, embedded calculator with audit tape. Cross-document tie-outs.
- ✓Tax research assistantIRC, Treasury Regs, Court decisions, Revenue Rulings — all searchable. AI-assisted answers with inline citations.
IRC § 162(a), not "the tax code." - ✓Client portalReturn status tracker (the CCH-style feature). Document requests. E-sign for 8879. Pay-to-unlock the final return.
- ✓Bulk communicationsSend 247 clients in 3.5 seconds. No daily cap, no per-email throttling.
- ✓Multi-location architectureThree offices, one firm, one platform. Staff, clients, engagements, and workflows shared across every location.
All of this, included. Half-price for life if you're in the first 100.
Reserve your firm →Add up what you're actually paying today.
Most firms don't know their true software spend until they add it up. Check the tools you use, adjust headcount, and see the difference.
One platform. One price.
No per-module upsells. No surprise overages. Just the tools your firm needs to run smoothly.
Solo
For 1–3 person firms and tax-only practices.
Firm
For growing practices, 3–25 staff.
Enterprise
For multi-office firms and firms 25+.
The amounts shown are our standard pricing. Founding firms — the first 100 to reserve a spot — pay 50% of these amounts, locked for the lifetime of their subscription. No expiration, no escalators, no fine print.
Seasonal Staff Licenses
Most accounting firms hire seasonal preparers and reviewers for January through April. Why pay for a full annual seat? Seasonal licenses activate January 1, deactivate May 1. Settings, tickmarks, and review history persist year-over-year. One click to reactivate next season.
All plans include a 14-day free trial. No credit card required to start.
Volume discounts available for 10+ seats.
Everything LedgerOS Practice actually does.
Grouped logically. Ten categories. 130+ specific features. The exhaustive reference for the partner you're forwarding this page to.
- ·Five-stage kanban board with drag-and-drop
- ·Sortable list view with column filters
- ·Saved views per user (firm, location, assignee, tag combos)
- ·11 built-in workflow templates (1040, 1065, 1120S, 990, etc.)
- ·Custom workflow templates at firm or location level
- ·Per-location workflow variations
- ·Task checklists with dependencies and due dates
- ·Client-side tasks that auto-complete on portal action
- ·Conditional automation engine with visual rule builder
- ·Time-based reminder schedules (configurable per workflow)
- ·AI-generated task checklists from plain-English descriptions
- ·Engagement-level summary metrics (active, blocked, due, overdue)
- ·Color-coded urgency indicators
- ·Capacity-aware engagement reassignment suggestions
Three steps to switch.
No risk. No payment up front. Cancel any time before launch.
Reserve your spot
Fifteen minutes. Tell us about your firm and what you're using today. No payment required.
We help you migrate
Migration tools to bring your client list, documents, and engagement history over from your existing stack. Our team supports you through it — you're not on your own.
Your firm runs better
One login. One bill. One platform. Onboarding new staff takes hours, not weeks. Founding-firm pricing locked in for life.
The cost of staying.
If you keep doing what you're doing:
- —$2,500–$5,000 per user, every year, across software that doesn't integrate
- —Three weeks every March training seasonal staff on seven different systems
- —Evenings and weekends doing admin work that has nothing to do with accounting
- —A growing gap between your firm and newer practices with better tooling
- —The same seven vendor renewals next year, and the year after that
If you switch:
- ✓15 minutes to reserve your founding-firm spot
- ✓One platform, one bill, one login
- ✓50% off, for life— locked in if you're one of the first 100 firms
- ✓Migration tools and support to bring your data over
Be one of the first 100 firms. Lock 50% off, forever.
We're partnering with 100 founding firms to shape the platform. In exchange, you lock in half-price pricing for the life of your subscription, get a direct line to the founders, and receive personal migration support from your current tools.