Client Portal
The Ledgr Client Portal is your secure online space for managing communication, document uploads, and task tracking with our team. It’s provided free of charge to all clients and designed to make working with Ledgr Accountants seamless, organised, and transparent.
Why use this Client Portal?
Our Client Portal is at the heart of how we manage your accounting relationship. It replaces scattered emails and document requests with a single, structured system where everything related to your business is centralised. From onboarding and document collection to task completion and updates, the portal ensures every part of your journey with us is easy to follow and fully transparent.
When you become a client, we’ll invite you to your secure account on the portal. Here, you can upload files, sign digital forms, complete questionnaires, and view all submissions - such as tax returns, payroll, or annual accounts. It’s designed to keep everything in one place and help us work together efficiently while maintaining the highest data security standards.
Security
All data shared through the portal is encrypted and stored securely, ensuring complete confidentiality and compliance.
Transparency
You’ll have full visibility over what we’re working on, which documents we need, and where each task stands.
Save Time
Skip the stress and let us take care of the details, so you can focus on running your business or enjoying your free time.
24/7 Support
You’ll have direct access to your accountant whenever you need help or clarification.
