Live Demo · Catalog
Ledger & Co. Tax Prep
Clients upload documents and book their appointment without a single phone tag during tax season.
The problem
Ledger & Co. Tax Prep was drowning in phone tag every single tax season.
Clients called to book, called again to ask what documents to bring, then called a third time to check filing status. Now clients upload documents and book their own appointment online, and check status anytime — no phone tag required.
Before
- –Booking an appointment meant a round of phone tag during peak season
- –Clients weren't sure which documents to bring until they arrived
- –Filing status could only be checked by calling the office
- –Quarterly estimate deadlines tracked by memory, easy to miss
After
- ✓Clients book appointments online, no phone tag required
- ✓Document checklist sent automatically based on filing type
- ✓Clients check filing and invoice status anytime from their portal
- ✓Quarterly estimate reminders sent automatically before each deadline
Live system
Booking
Ledger & Co. Tax Prep
Tax Prep Appointment
Client Portal
Welcome back, M. Chen
Upcoming
Invoices
Also Possible
What else Ledger & Co. Tax Prep could automate
Not built into this demo yet — shown so you can imagine the bigger system.
Document Checklist Auto-Send
Sends a personalized checklist based on filing type before the appointment.
Quarterly Estimate Reminder
Auto-reminds self-employed clients before each quarterly deadline.
Get this built for your business
Same system, skinned and configured for Ledger & Co. Tax Prep. See your price estimate, queue position, and start date instantly — a 15% deposit locks in your spot and is credited in full toward your project.
Refundable if, after a quick call, it's not the right fit. Want it sooner? You can expedite for a small additional fee.