LedgerTitanLedgerTitan

Practice management for accounting firms

One platform from client onboarding to payment collection

LedgerTitan replaces the patchwork of portals, spreadsheets, inboxes, and billing tools with a single workspace for delivery teams—so partners see progress and staff stop re-entering the same work.

Integrations your firm already uses

All product names, logos, and brands are property of their respective owners. Use does not imply endorsement.

The LedgerTitan practice suite

Built around how firms actually deliver client work

Most firms stitch together a client portal here, a project tracker there, and billing somewhere else. LedgerTitan connects those jobs in one tenant-scoped system: onboard the client, run the engagement, communicate with context, capture time, invoice, and collect—without switching apps.

  • Projects, templates, and automated workflow steps
  • Connected inbox with AI-assisted drafting
  • Timesheets, invoices, and Stripe / QuickBooks alignment
  • Branded client portal for documents and payments

1

One login

Delivery, communication, and billing in a single workspace—no app-hopping between tools.

6

Connected stages

From client onboarding through delivery, billing, and integrations on one platform.

5+

Firm integrations

QuickBooks, Stripe, Outlook, Azure SSO, and more wired into the same client records.

∞

Room to grow

Unlimited clients, projects, and tasks per workspace within your plan limits.

One platform vs. scattered tools

Stop app-hopping. Start delivering.

Fragmented stack

When every function lives in a different tool

  • Client status lives in email threads, spreadsheets, and portal tickets
  • Staff re-enter the same details across projects, time sheets, and invoices
  • Partners lack a live view of delivery, bottlenecks, and collections
  • Every handoff depends on someone remembering to update another system

LedgerTitan

One login for delivery, communication, and billing

  • Clients, projects, tasks, and steps share one record per engagement
  • Time logged against delivery flows into invoicing on the same platform
  • Role-aware workspaces keep teams aligned without exposing the wrong data
  • Automated steps and AI drafting reduce manual follow-up on routine work

Platform capabilities

Everything your delivery team needs in one place

LedgerTitan is organized around the work firms do every day—running engagements, serving clients, operating the practice, and using AI where it saves time.

Delivery

Run engagements with structure

Templates, assignees, due dates, and automated steps keep recurring work consistent.

  • Workflow automation

    Execute repeatable steps with backend actions instead of manual checklists.

  • Projects & tasks

    Organize client work with visibility from kickoff through sign-off.

  • Templates

    Standardize engagements so every team starts from the same playbook.

Clients

Professional client experiences

Onboard clients once and give them a branded portal for documents, invoices, and support.

  • Client records

    Maintain organizations, contacts, and engagement history in one place.

  • Client portal

    Let clients view invoices, upload documents, and pay on a branded site.

  • Email sync

    Connect your firm inbox so client emails stay tied to projects, tasks, and workflow steps.

Operations

Billing and collections in sync

Capture time against delivery, invoice with confidence, and align payments with how your firm already works.

  • Time tracking

    Built-in timers and timesheets connect effort to billable outcomes.

  • Invoicing

    Create and manage invoices without exporting hours from another tool.

  • Tenant governance

    Organizations, roles, and permissions scoped to each subscription.

Intelligence

AI where your team already works

Draft client-ready communication and get answers using firm context—not a separate chat tab.

  • AI assistant

    Ask questions and get help using workspace-aware context and included credits.

  • Email drafting

    Turn rough notes into polished client emails from the connected inbox.

  • Document analysis

    Extract summaries and structured fields from PDFs, Excel, Word, and images in your workflow.

Plans & pricing

Start with a free trial, scale when you are ready

Explore LedgerTitan with your real firm data. No credit card required for the trial—upgrade when delivery workflows are proven.

Solo practice

Bronze

  • 1 team seat
  • 1 organization
  • 1 workflow template
  • Outlook + QuickBooks

Most popular

Silver

  • 2 team seats
  • Custom role permissions
  • 5 workflow templates
  • Analytics dashboard

Multi-entity firms

Gold

  • 3 seats · 2 orgs
  • Portal client payments
  • Custom branding
  • 10 workflow templates

Enterprise

Platinum

Contact sales for a tailored quote

  • Custom limits & isolation
  • Advanced support
  • Custom development
  • Dedicated deployment options

How it works

Six steps from onboarding to payment

See how a typical engagement flows through LedgerTitan.

Step 1

Onboard clients

Maintain client records and give them a branded portal experience—so onboarding feels professional from day one.

Step 2

Run projects

Structure engagements with templates, assignees, and due dates—kick off work consistently across your firm.

Step 3

Automate delivery

Run repeatable workflow steps with backend automation—less manual follow-up, more reliable execution.

Step 4

Communicate with AI

Work from a connected inbox and draft client-ready emails with AI assistance using your firm’s context.

Step 5

Bill with confidence

Capture time against delivery, then create and manage invoices in the same system.

Step 6

Connect & govern

Link Outlook, QuickBooks, and Stripe; manage team access with roles; and stay on track with reminders.

Resources

Compare practice software with an honest eye

Guides for firms evaluating practice management, ledger workflows, and when starter tools stop scaling—written for partners making stack decisions.

View all articles

FAQ

Common questions

New to LedgerTitan? Start here. For billing and support topics, visit Support.

LedgerTitan is practice management software for accounting and advisory firms. It unifies client onboarding, project delivery, email, time tracking, invoicing, and client portal payments in one tenant-scoped platform.

Ready to run delivery on one platform?

Give your team a clearer path from client onboarding through billing—and give partners visibility without chasing updates across tools.