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LedgerDocs Case Study: A California Bookkeeping Firm
The Company:M. Lloyd Bookkeeping is an individually run bookkeeping firm based out of San Francisco, California. Megan has focused her business strategy on providing small business clients with...
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Get Client Documents Faster & Reduce Emails
One of the most time consuming tasks for a bookkeeper is the process of acquiring relevant documents to get the work completed that often involves an unnecessarily high volume of email exchange. As a...
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Consolidating Your Files Makes Tax Season a Breeze
Tax season is over, and for most business owners, it has been another stressful and demanding experience. The majority of people tend to leave their taxes to the last minute, where they gather all of...
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Tags and Folders: Find Your Files Quickly and Efficiently
We have written a number of blog posts about the LedgerDocs Document Management System, and how it can save businesses and bookkeepers time by allowing for the sharing and collaboration of financial...
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Check Out the Brand New LedgerDocs!
It has been a busy few months here at LedgerDocs, and we have been working hard on redesigning the application to fit your needs. The past year has been full of activity. We have gained users from...
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Work and Travel – Take Care of Business No Matter Where You Are
We always hear stories of bookkeepers and accountants who are able to leave the country for months at a time, while maintaining their workload, and working with clients as if they are still in the...
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LedgerDocs on Autopilot – Forward your documents directly into LedgerDocs
With so many tools available for businesses, the idea of a paperless office is becoming more realistic, and more importantly, easy. Many of our users, have adopted the idea of going paperless, and use...
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Share Documents Quickly with Clients and Work Colleagues
The sharing feature within LedgerDocs was integrated into the system during the latest release and offers users a simple way to quickly and securely share their documents with clients and work...
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Efficient Bookkeeping with LedgerDocs Collaboration Tools
Collaborating with clients and work colleagues can be a challenge; especially when it comes to working with important financial documents. Luckily, there are tools available that help to promote...
View ArticleLedgerDocs Application Release v5.0
We are thrilled to release our most recent integration with Intuit’s QuickBooks Online – One of the leading online accounting applications in North America. The LedgerDocs team has worked closely with...
View ArticleLedgerDocs + QuickBooks Online = A match made in the cloud
The LedgerDocs team is excited to announce our latest integration with QuickBooks Online – the leading online accounting application dedicated to simplifying the bookkeeping and accounting process.
View ArticleIntroducing the Brand New LedgerDocs Website
The past year has been exciting for the LedgerDocs team, and we have been working hard to add a selection of tools and features, on both our website and our application, dedicated to streamlining the...
View ArticleEasily Collect & Collaborate on Documents from Clients – Q&A
Our team loves hearing from bookkeepers and accountants – in fact, we speak with them on a daily basis, and they all have one thing in common: they are looking for a way to make their practice more...
View ArticleLedgerDocs Application Release v5.1
We have been working hard here at LedgerDocs to add a number of features that have been based around the feedback from our users. We value your emails and phone calls and hope that you continue to help...
View ArticleHow LedgerDocs is Making Tax Season Simple
The months of January through April are often known as the busiest months for bookkeepers and accountants and consists of hours on end of preparing and auditing their client’s annual financial...
View ArticleLedgerDocs Case Study: A Freelance Graphic & Web Designer
A freelance graphic designer and production artist with over 10+ years of advertising experience, Derek Dudzinski decided to build his own business in 2001 and dive into the world of entrepreneurship....
View ArticleWorking With Your QuickBooks Online and LedgerDocs Account
QuickBooks Online offers a wide variety of features and functionality that helps to make the bookkeeping process as simple as possible for businesses and their bookkeepers. The added functionality...
View Article8 Accounting and Bookkeeping Events not to Miss in 2015
There are many accounting and bookkeeping events in a calendar year. As an informative blog post for our Canadian and US customers we decided to shortlist 8 events not to be missed in 2015. If you are...
View ArticleSend Documents On The Go with the New Android Phone App
Capture, Tag and Upload, there's never been an easier way to get documents in to your LedgerDocs account. With the phone app users can now quickly send multiple documents such as receipts to their...
View ArticleQuickBooks Connect – A Guide for the Virtual Bookkeeper
On Nov 2nd - 4th 2015, thousands of entrepreneurs, small businesses, bookkeepers, and accountants from around North America are coming together under one roof in San Jose, California, to connect, learn...
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