Stop chasing clients for documents via email and WhatsApp. LedgDrop automates requests, reminders, and collections — so you can focus on the books.
Stop wasting time chasing documents. Let automation do the work.
Clients get a unique, secure link. No login. No passwords. Just click and upload.
System automatically sends reminders before due dates. Never chase a client again.
Clients connect their cloud storage once. Files auto-sync on schedule.
Grant your CPA or team members access to specific clients. Full control.
Set monthly, quarterly, or yearly recurring document requests automatically.
Documents stored securely. Auto-deletion policies. Full audit trail.
Three simple steps to automate your document collection
Add your client's details and create a checklist of required documents with due dates.
Client receives magic link, views checklist, and uploads files or connects cloud storage.
Get instant notifications when documents arrive. Track progress on your dashboard.
Start free. Upgrade as you grow. No hidden fees.
14 days
For growing firms
For professionals
For teams & firms
Join hundreds of bookkeepers who save hours every week with LedgDrop.
No credit card required · 14 days free · Cancel anytime