Ledger Stash — Secure Client Vault for Accounting Firms

Give your accounting firm a branded, secure vault where clients upload documents, complete PBC tasks, and sign engagement letters — with AES-256 encryption and automated follow-ups. Starting at $29/month.

What Is Ledger Stash?

Ledger Stash is a secure document exchange and PBC task management platform purpose-built for solo CPAs, boutique accounting firms, and corporate controllers. It replaces email attachments and shared drives with one organized, encrypted vault — with no per-user fees and no client accounts required.

Key Features

  • Secure PBC List Management — Create and track "Provided By Client" task lists with due dates, priorities, and templates for individual returns, W-2 collection, 1099 forms, and K-1 packages.
  • Bank-Grade Compliance Vault — AES-256 encrypted storage with per-client folders, file versioning, and full audit trails. IRS 4557, FTC Safeguards, and GLBA compliant.
  • Busy Season Auto-Pilot — Automated email reminders chase missing documents on a configurable schedule so you don't have to.
  • Frictionless Client Experience — Clients receive a secure magic link to upload documents. No passwords, no app downloads, no accounts to create.
  • White-Label Portal — Your firm's logo, brand colors, and custom sender name. Clients see your firm, not ours.
  • Engagement Letter Tracking — Send engagement letters, fee agreements, and authorization forms. Track who has signed and automate follow-ups for the rest.
  • ESIGN & UETA Compliant Audit Trail — Every acknowledgment captures IP address, timestamp, browser fingerprint, and the signer's typed name. Downloadable PDF certificates for legally defensible proof.
  • Audit-Ready Export — Download organized document packages with timestamps, IP tracking, and full activity history for any client or engagement.
  • Team Collaboration — Invite unlimited team members with role-based access at no extra cost.
  • Real-Time Firm Dashboard — See every client's completion status at a glance. Track who's uploaded, who hasn't, and what's overdue across your entire book.

How It Works

  1. Add Your Clients — Import your client list via CSV or add them individually. Each client gets their own secure vault.
  2. Create PBC Lists — Define which documents you need (W-2s, 1099s, bank statements). Use templates or build custom lists with due dates.
  3. Invite & Exchange — Clients receive a branded email with a secure magic link. They upload documents directly — no accounts needed.
  4. Track & Close — Monitor completion across your entire book. Auto-remind stragglers. Export audit-ready packages.

Use Cases

  • Tax document collection (W-2s, 1099s, K-1s, receipts)
  • Engagement letters and fee agreements
  • Client onboarding with PBC checklists
  • Employee policy acknowledgment tracking
  • Contractor and vendor agreement management
  • Client intake and consent forms
  • Year-round secure document exchange

Pricing — No Per-User Fees

  • Solo CPA — $29/month ($290/year). Up to 25 active clients. Unlimited team members.
  • Boutique Firm — $79/month ($790/year). Up to 100 clients, full white-labeling, Busy Season auto-reminders.
  • Enterprise Vault — $199/month ($1,990/year). Unlimited clients, advanced audit logs, dedicated support.

All plans include a 14-day free trial. No credit card required.

Why Choose Ledger Stash Over the Competition?

Solo CPAs and boutique firms choose Ledger Stash over SmartVault, TaxDome, and other generic solutions because of lower cost, no user minimums, and a frictionless client experience.

  • Ledger Stash: $348/year ($29/month), no user minimums, no client accounts required, frictionless access, setup in minutes.
  • SmartVault Alternative: SmartVault costs $1,800–2,700/year with a 3-user minimum. Clients must create accounts. Ledger Stash offers passwordless magic links and zero user minimums.
  • TaxDome Alternative: TaxDome charges $700–900/year per seat with 6–8 week onboarding. Ledger Stash is a simple client portal for tax pros — set up in 5 minutes.

Security & Compliance

  • AES-256 encryption at rest, TLS 1.3 in transit
  • IRS Publication 4557 compliant
  • FTC Safeguards Rule compliant
  • GLBA compliant
  • ESIGN Act and UETA compliant
  • Multi-factor authentication (TOTP)
  • Configurable session timeouts

Frequently Asked Questions

What is Ledger Stash?
Ledger Stash is a secure, white-labeled client vault and PBC management system built exclusively for solo CPAs and boutique firms.
How do my clients access the vault?
Clients receive a branded email with a secure magic link, granting instant, password-free access to their PBC tasks and document folders.
How is Ledger Stash different from SmartVault or TaxDome?
Ledger Stash starts at $29/month with no user minimums vs SmartVault's $210/month (3-user min) or TaxDome's $800/year per seat.
Is Ledger Stash secure?
Yes. Fully compliant with IRS 4557, FTC Safeguards Rule, and GLBA. AES-256 encryption with comprehensive audit trails.
Is there a free trial?
Yes, 14-day free trial with no credit card required.

Contact

Website: ledgerstash.com | Email: hello@ledgerstash.com