Preparer
Solo finance work
€39/mo
- 25 client files
- Document request lists
- Deadline tracker
- Evidence notes
In development · Early access
Accounting operationsAccountants, tax preparers, auditors, and finance operators
Return prep, audit evidence, and deadline tracking in one client workspace.
LedgerTrail is being designed to help accounting teams request documents, organize evidence, track open questions, and keep every client deadline visible.
- Planned
- features below
- Early access
- register your interest
- No payment
- join the interest list
The problem
The work is small until it repeats every day.
- 01
Document chasing
Client evidence requests spread across email, portals, chat, and old folders.
- 02
Deadline anxiety
Tax, audit, and filing dates are obvious only after someone misses a dependency.
- 03
No audit trail
Open questions and source evidence get separated from the final client workpaper.
Planned workflow
One queue, one workflow, one clear handoff.
- 01
Request
Send structured requests for tax, audit, or accounting evidence.
- 02
Sort
Sort uploaded files into client-ready categories.
- 03
Review
Review open questions, exceptions, and missing documents.
- 04
File
Export evidence trails and deadline notes for final prep.
Planned features
Proposed scope for the first release. Supported integrations will be confirmed before launch.
- Client request lists for return prep, audit prep, evidence trails, and missing documents
- AI document summaries for receipts, statements, contracts, invoices, and client notes
- Deadline tracker with owner, status, dependency, and weekly digest
- Evidence trail linking every answer back to source documents and reviewer notes
Proposed pricing
Proposed monthly pricing and allowances. Features may change before launch. No payment or subscription today. Third-party usage charges, where applicable, are separate.
Firm
RecommendedMost useful
€129/mo
- 150 client files
- Reviewer queues
- Audit prep trails
- Client reminders
Practice
Growing firms
€349/mo
- 600 client files
- Team permissions
- Custom request templates
- Priority onboarding
Not sure which plan fits? Join early access and we will help you pick.
Early access
These features are planned and are not available yet. Register your interest to help shape the first release.
Prefer email? hello@modestbytes.com