Simple, Volume-Based Pricing
Standard
$6CAD*
Per Account / Month
- Bank Reconcilliation
- Client Management
- Free Client Portal
- Document Management
- Tax-ready Financial Reports
Enterprise
For firms with 50+ clients or requiring custom integration needs.
- Dedicated account manager
- Custom licencing
- Priority support
* Conditions apply. Please contact us for details.
Frequently Asked Questions
How do I migrate my clients from QuickBooks?
Migrating your clients from QuickBooks to LedgerNext is straightforward. You can import data using QuickBooks export files (CSV, QBO, or Excel), and our platform guides you through mapping accounts and opening balances. We also provide step-by-step instructions to make the transition smooth and accurate. If you need help, our support team can assist with migration questions.
Can I export to professional tax software?
Yes. LedgerNext lets you export reconciled and categorized financial data into formats compatible with many professional tax preparation tools. This helps you streamline year-end tax workflows and reduce time spent on manual exports. If you need a specific format for your tax software, check our export options or contact support for guidance.
Is my client data stored in Canada?
Yes. All client and transactional data is securely stored on servers located in Canada. This ensures compliance with Canadian data residency expectations and helps protect sensitive financial information under local privacy regulations. LedgerNext uses industry-standard encryption and security practices to keep data safe at rest and in transit.
How does the pricing scale?
Our pricing scales based on the number of clients, volume of data processed, and the plan you choose. We offer tiered plans that make it easy for small firms to start and grow with us, and enterprise options for larger practices. You can view detailed pricing on our Pricing page or contact our sales team for a customized quote.
Does it work with scanned PDFs?
Yes. LedgerNext supports scanned PDF documents. You can upload PDFs of bank statements, invoices, and other financial documents. Our platform extracts the relevant data and prepares it for reconciliation. For best results, use clear scans with readable text. If you run into issues with a specific file, our support team can help.
Do you offer training for my staff?
Yes. We provide optional training resources and live sessions to help your team get the most out of LedgerNext. This includes walkthroughs of core features, best practices for reconciliation and reporting, and tips to improve workflow efficiency. Training can be scheduled on demand or included as part of certain service packages.
Is there a setup or implementation fee?
No. For most plans, there is no separate setup or implementation fee. You can get started with LedgerNext and begin importing data right away. If your firm requires personalized onboarding or custom configuration, we offer optional training and support packages to help you get up and running quickly.
“As a CPA, accuracy and data security are non-negotiable for me. LedgerNext brings structure and clarity to workflows that are usually time-consuming and error-prone. From bank reconciliation to tax-ready data and client management, the platform is built with a deep understanding of how accounting firms actually work.”