DECK & LEDGER INTRODUCES

ledgerflow

Deck & Ledger’s client accounting portal for secure monthly document uploads, requests, and tracking what has been submitted.

LEDGERFLOW WORKFLOW

Documents in. Month in order.

A simple client portal for monthly uploads, accounting requests, and keeping each period together.

portal workflow

Upload documents without email chains.

upload documents

Send statements, receipts, invoices, payroll files, HST documents, tax slips, prior returns, and CRA letters securely.

monthly requests

Use the portal as the monthly checklist for the documents Deck & Ledger needs.

documents by period

Files arrive with the business name, document type, period, and original filename.

protected access

The portal is invite-only and protected through Cloudflare Access.