Built for every type of accounting practice
Whether you focus on tax, bookkeeping, or full-service advisory - LedgerLoom adapts to your workflow. One platform for every practice type.
Tax & Compliance Practices
Never miss a deadline. Automate recurring compliance work.
Built for practices focused on tax returns, BAS lodgement, and compliance deadlines. Automatic task generation ensures nothing falls through the cracks during tax season.
Key Features
- Automatic BAS and tax return task generation
- Deadline-based priority system
- At-risk task alerts before due dates
- Client portal for document collection
- Integration with Xero, QBO, MYOB for lodgement
- Audit trail for compliance requirements
Bookkeeping Services
Automate recurring work. Scale without hiring.
Perfect for bookkeeping practices with recurring monthly clients. Service bundles and automatic task generation mean you spend time on clients, not admin.
Key Features
- Monthly recurring task automation
- Service bundle pricing and billing
- Team workload balancing across clients
- Document collection via client portal
- Invisible time tracking (no timers)
- Automatic invoice creation to accounting system
Full-Service Firms
End-to-end workflow from enquiry to invoice.
For practices offering tax, bookkeeping, advisory, and compliance. Manage the complete client lifecycle with one integrated platform.
Key Features
- Multi-service client management
- Task workflows for every service type
- Revenue forecasting across services
- Team capacity planning and balancing
- Client groups for multi-entity clients
- Complete audit trail and compliance
Virtual & Distributed Practices
Cloud-first. Real-time. Anywhere.
Built for practices with distributed teams or remote staff. Real-time collaboration and mobile-responsive design mean work happens anywhere.
Key Features
- Cloud-based with 99.9% uptime
- Real-time SignalR updates across team
- Mobile-responsive design
- In-app and email notifications
- Secure authentication with Microsoft 365 SSO
- Secure client messaging via portal
Solve your biggest practice challenges
See how LedgerLoom addresses the pain points holding your practice back
Stop losing billable hours
Manual time tracking means forgotten entries and money left on the table.
Invisible time tracking captures 95% of billable time automatically. No timers, no manual entry.
Reduce client churn
Poor communication and surprise bills drive clients to competitors.
Client portal gives real-time transparency. Clients see status without asking, reducing "where's my BAS?" calls by 50%.
Grow without burning out
Team is at capacity, but you can't afford to hire more staff.
Automation and workload balancing mean 20% more clients per accountant without overtime.
Simplify your tech stack
Managing 8 disconnected tools (workflow, time, billing, proposals, etc.) wastes time and creates data silos.
One integrated platform. Tasks → Time → Billing flows seamlessly in one database.
See how LedgerLoom works for your practice
Book a personalized demo and we'll show you exactly how LedgerLoom solves your specific challenges.