Ledger is the perfect tool to collaborate, discuss and work. Once you start using it you’ll save hours being more productive.
Jennifer R.
Management
Let’s get started
Let’s get started
Welcome to Ledger. The most intuitive, engaging and capable tax resolution CRM available. Let’s get you setup.
Getting your workspace setup
Our AI is now working to customize the CRM for your team size and overall needs.
Adding leads and sales modules
Assembling client management engine
Creating messaging and projects
Generating docs & report templates
Finalizing settings and security
Get in touch
Get in touch
If you would like a demo of Ledger or have a support question, let us know!
Checking for qualifying options
Our AI is now working to customize the CRM for your team size and overall needs.
Adding leads and sales modules
Assembling client management engine
Creating messaging and projects
Generating docs & report templates
Finalizing settings and security