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Description
Ledgersync streamlines the integration of your client's bank and credit card transactions directly into your preferred accounting software without any manual effort. It also allows for the collection of Client Sub-Accounts. Rather than competing with platforms like QuickBooks, Xero, and FreshBooks, LedgerSync serves as a valuable add-on that enhances their functionality. A common inquiry from our clients is how we differ from QuickBooks Online. As a CPA, you can leverage both QuickBooks and Ledgersync to access a comprehensive and secure online dashboard that consolidates client transactions. With Ledgersync, you can seamlessly connect to both QuickBooks Desktop and Online versions, as well as various other accounting platforms. The automatic import of your client's financial data to the dashboard not only saves time but also significantly reduces the accounting workload, transforming what typically takes two hours into just thirty minutes. This efficiency allows you to focus more on providing value to your clients rather than getting bogged down in administrative tasks.
Description
MTD Chaser is an online tool specifically designed for UK accounting firms to manage reminders and deadlines related to Making Tax Digital for Income Tax. This platform allows practices to easily import client information via CSV, set up email alerts for quarterly updates and final declarations, and personalize both the timing and wording of messages that appear to come from the practice itself. Additionally, it has the capability to consolidate multiple due items into a single email for each client, reschedule weekend reminders to weekdays, and maintain an archive of all sent reminders. Clients are able to confirm their record submissions through a link in the email, enabling practices to monitor responses independently of the actual record receipts and identify clients who have not yet complied. MTD Chaser integrates seamlessly with various accounting software such as Xero, FreeAgent, and QuickBooks, but it is important to note that it does not handle tax filings with HMRC. This innovative solution aims to streamline deadline communications, eliminating the need for cumbersome spreadsheets and disparate email notifications, while enhancing efficiency for accounting practices. Ultimately, MTD Chaser empowers firms to maintain effective communication with their clients regarding tax deadlines.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
SmartVault
Yes
Xero
Yes
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
SmartVault
No
Xero
No
Pricing Details
$12.47
Free Trial
Yes
Free Version
No
Pricing Details
£39/month
£39 per month per practice, with unlimited clients and up to 10 users. A 14-day free trial is offered without requiring a card.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
LedgerSync
Country
United States
Website
www.ledgersync.com
Vendor Details
Company Name
Doteli LLC
Founded
2026
Country
United States
Website
mtdchaser.co.uk
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
