LedgerDesk Pro — 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.

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
• Professional invoices — build one in under a minute, print or save as PDF, track paid / sent / overdue
• Tasks & calendar — deadlines, follow-ups and appointments, linked to the clients they belong to
• Live dashboard — revenue by month, outstanding money, pipeline value, what needs attention today
• CSV import & export — bring your existing list in, get your data out anytime
• 100% private — runs on YOUR computer. No subscription. No account. No cloud. Works offline.

Connects to the tools you already use

• Google Sheets — import spreadsheet rows as clients
• Shopify — orders become invoices, customers become clients
• Stripe — payments appear as paid invoices, your revenue chart updates itself
• HubSpot — one-click contact import
• Airtable — sync records from any base
• Notion — import people from any database

Every connection has a click-by-click setup guide written for non-technical people (5–10 minutes each, one time). Test buttons show a green check when it works. Your keys stay on your computer, and re-running an import never creates duplicates.

How it works

Instant digital download (zip). Unzip, double-click, done — Windows & Mac, nothing to install, no technical skill needed. A friendly "Read Me First" walks you through your first 30 seconds, and you can start 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. Free updates to v1.x.