LedgerDesk Basic — Practice management that respects your ledger

You keep everyone else's books immaculate while your own client list lives in seven places. One dashboard: clients, engagements, deadlines, your billing.

🖱️ Try the live demo right now — opens in a new tab, loaded with sample data. No signup, nothing to install.

LedgerDesk puts your whole business on one screen — built specifically for accountants, CPAs and bookkeepers.

Everything, finally talking to each other

• Clients hub — every contact with their full story: engagements, invoices, appointments and notes on one page
• Engagements board — drag cards through your real workflow: Onboarding → Awaiting docs → In progress → In review → Filed / done
• Quotes that win work — send a professional quote, convert it to an invoice in one click, watch your win rate climb
• Invoices that run themselves — print or save as PDF, email in one click, recurring billing (weekly/monthly/quarterly), paid & overdue tracking
• Time tracking — start a timer on any engagement; tracked hours flow straight into invoices
• Reports — revenue by month, quote win rate, top clients, and exactly who owes you what
• Excel, calendar & contacts built in — import/export .xlsx and phone contacts, calendar files for Google/Outlook/Apple, QuickBooks-ready exports
• Your logo on everything — invoices and quotes that look like a real company sent them
• 100% private — runs on YOUR computer. No subscription. No account. No cloud. Works offline.

Want live connections too? LedgerDesk Pro adds Google Sheets, Shopify, Stripe, Square, PayPal, HubSpot, Airtable, Mailchimp, Calendly, Trello, Notion — plus 6,000+ apps via Zapier. Upgrading later keeps all your data.

Setup is one double-click

The whole app is a single file. Download, double-click, it opens in your browser — Windows & Mac, nothing to install. A 10-second welcome and a 5-step tour get you started, with realistic sample data to explore.

Common questions

Is this a subscription? No — pay once, it's yours.
Does it work on Mac? Yes — any modern browser on Windows or Mac.
Is my data private? Completely. It never leaves your computer.
Can I move computers? Yes — one-click backup and restore is built in.

A DashWorks product · v1.1 · Free updates to v1.x · 30-day refund guarantee