Put your name on it

Changes the name on this page only, in your browser. Nothing is saved or sent, and the numbers stay sample data.

Live Demo · Catalog

Ledger & Co. Tax Prep

Every figure in this console is sample data, shown to demonstrate the interface. It is not real client data and not a performance claim.

Same foundationBuilt on the same foundation as our contractor system. Want one for your business? A free call and one fixed price — book a call.

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

Intake

Contact Ledger & Co. Tax Prep

Booking

Ledger & Co. Tax Prep

Tax Prep Appointment

Client Portal

Welcome back, M. Chen

Upcoming

Individual return reviewThu, 1:00 PM

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.

Live build queue — reserve your position

Get this built for your business.

Same system, skinned and configured for your business. See your price estimate, queue position, and start date instantly — a 25% deposit locks in your spot and is credited in full toward your project.

Get This Built For My BusinessSee your live dashboard →

Refundable if, after a quick call, it's not the right fit. Want it sooner? You can expedite for a small additional fee.