BETAFree during the beta · no credit card

Send clients one link. Get everything back.

Your client gets a link to accept a proposal, sign an engagement letter, answer transaction questions, or upload documents, from their phone and without an account. You get an email when they're done.

Try the free beta See what your client sees

Ledgental is new, so you may run into a bug; tell us and we'll fix it. Prefer to start small? Use a free tool, no sign-up.

A client's document request on a phone: two statements asked for, each with Upload or I don't have this.

64%

of firms struggled with getting documents from clients, the biggest workflow issue in a 2025 survey of 816 accountants, bookkeepers, and tax pros.

Financial Cents, 2025 State of Accounting Workflow report (vendor survey)

What you can send

Four links your clients can finish on their phone

ProposalYour clientOpens your packages and accepts the one they want.YouSee when it's viewed and accepted, then turn it into an engagement letter in one step.
Engagement letterYour clientReads it and signs it electronically.YouGet an email when it's signed. A signed letter can't be edited or deleted.
Transaction questionsYour clientTells you what each unclear transaction was.YouVendors you already know are skipped, so clients aren't asked twice.
Document requestYour clientUploads each document, or checks “I don't have this”.YouDownload the files. Only your firm can.

What your client sees

Built for clients who won't log in

  1. No account, no passwordThe link opens straight to the task, on a phone or a computer.
  2. Your name and colorsClient pages show your firm's logo and color, and emails carry your firm's name, with replies going to you.
  3. Reminders you don't have to writeA proposal gets up to three follow-ups. A letter, question list, or document request gets up to three reminders, three days apart unless you change it. They stop when the client finishes or taps “Stop”.
  4. You hear when they're doneAn email when a client signs, answers, or sends documents, and one list of who you're still waiting on.
  5. You decide what your client getsYou see the email's wording before you send a link, and you can turn reminders off for one link or for your whole firm. Nothing goes to a client until you send it or turn on an automatic step yourself, and no AI writes to your clients.
Bottom of a client's document request: files go privately to the sample firm, Northline Bookkeeping, and 0 of 2 items are done.
A document request as your client sees it, in your firm's color. Sample client.

Free tools · no sign-up

Or start with a free tool

Templates and calculators that run in your browser, each with a guide. Nothing you type leaves your computer.

All 19 free tools →

Win the client

Contracts and engagement letters

Month-end checks

Journal entries, payroll and owner tax

They work with the app. Built a proposal or a monthly engagement letter in a free tool? Send it from Ledgental without typing it again. The pricing template saves your rate and package names as your firm's prices in the app.

From the blog

Answers you can send to a client

All articles →
Law firmsLaw Firm Bookkeeping: What a Bookkeeper Does DifferentlyThe client trust account, one month of journal entries, a three-way reconciliation worked with numbers, what to do when it doesn't tie, and what eight state rules require.Read the article →
Beta

What “free beta” means

We'd rather tell you now than surprise you later.

  • Free while it's in beta. No credit card and no trial clock. If that changes, we'll tell you at least 30 days before anything is charged, and nothing is charged unless you agree.
  • It's new. You may run into a bug or a rough edge. Email [email protected] and we'll fix it.
  • It's changing. We add features based on what bookkeepers using it ask for.
  • Your clients' files are private. Only people in your firm can download them. A client link can't download anything back.

Questions

Before you try it

Is Ledgental free?
Yes, while it's in beta. You don't need a credit card.
Do my clients need to create an account?
No. Each link opens straight to the task, on a phone or a computer.
Can I use the free tools without signing up?
Yes. The tools run in your browser, and nothing you type leaves it unless you press a Send button.
How do I sign in to the app?
With an email and password, or with your Google or Microsoft account.
Who is Ledgental for?
Bookkeepers and small bookkeeping firms in the United States.

Ledgental app

Stop chasing. Send one link.

Proposals, engagement letters, transaction questions, and document requests, with reminders built in.

Try the free beta Browse free tools

Free during the beta · no credit card