Fieldwork starts with the documents in hand
Every request has an owner, a due date and a status. The chase happens in the app, not in your inbox, and overdue items surface on their own.
For audit firms
Get every audit document in on time, without the email chase.
LedgersLines is a document collection portal for audit firms. Publish your PBC request list per document group, give each client contact only their part, and track every file from request to approval.
Plans from $49 a month · 15 days free, no card needed · cancel any time
StatutoryPayrollBankingRevenue4 starter document groups, seeded on sign-up
How it works
Set your firm’s standard once.
Document groups list what you need from every client. Every audit of that type reuses them.
Answer the company details.
Facts decide which audits apply. “Has payroll” brings the payroll group into scope.
Issue the request list in one step.
Open the audit, check the draft, send. Owners, due dates and statuses come with it.
Each contact sees only their part.
Roles map to document groups, so payroll never sees treasury.
Priya opens her portal.
Four requests, due dates, an Upload button. Nothing she is not meant to see.
Straight into the checklist.
Nothing travels by email. Version 1 is now awaiting your review.
Every upload lands in one review queue.
Approve it, or send it back with a note the client sees.
Version 2 lands. Version 1 stays.
Every version and every decision stays on the file.
See every client’s position without asking.
Overdue requests surface on their own. The chase happens in the app, not your inbox.
What changes for your firm
The request list is where audits run late. Fix that first.
A clean, audit-ready record
Every upload is versioned. Approve, or send back with a note the client sees. Who sent what, when, and what you decided is kept for the file.
Clients see only their part
Roles map to document groups. Payroll never sees treasury. Nobody forwards a spreadsheet, and nobody emails a file to the wrong person. How we keep documents safe.
What every plan includes
Every feature, on every plan. You only choose seats and storage.
Starter, Practice and Firm differ in firm users and storage. Nothing else is held back, and client contacts never count.
15days free. No card needed to start; choose a plan when it ends.
$0per client contact, ever. Invite as many as the audit needs.
4document groups seeded on day one.
1review queue for every upload, every version kept.
- Document group templatesFour seeded. Edit once, reuse on every audit.
- Company details & scopingFacts decide which audits apply. Dated and versioned.
- Audit checklistsRequests by document group, with owners and due dates.
- Client rolesWho sees what, down to single documents.
- Client portalContacts upload against the list. Unlimited and free.
- Review queueApprove, or request changes with a note. Every version kept.
- Reminders & attentionOverdue surfaces by itself. Send a reminder in one click.
- Invitations & access codesSend an email invite, or hand out the client’s code.
- Activity & historyWho sent what, when, and what you decided.
- Export PBCThe request list as CSV, any time.
- Encrypted storageFiles encrypted at rest, shown only to assigned roles.
- Firm teamOwners, managers and auditors. Hand clients over when someone is away.
Security
Built for client confidentiality.
How we store, share and delete your clients’ documents. Everything here is true of the product today. None of it is a promise for later.
Where your data lives
The database and the files are on Supabase (PostgreSQL and object storage). The application runs on Cloudflare. Email is sent through Resend. One region today; ask us if your firm needs a specific one.
Security questionnaire?
Send it over. We answer every line against how the product works, with the gaps named as gaps. On data protection law — GDPR, CCPA and the rights they give people over their own data — the Privacy Policy sets out what we collect, why we hold it, and how to have it corrected or deleted.
Read the security pageEncrypted before it leaves your device
A document is encrypted in your browser, under a key unique to that one file, before it reaches our storage. We hold the keys; our storage provider holds only bytes it cannot read. Files uploaded before this shipped stay as they were, in the same private bucket.
Download links expire in minutes
Each download is a signed link that stops working after two minutes, so a link left in an old email or chat opens nothing — and for an encrypted document, the link discloses nothing readable even inside those two minutes.
Access by role, on both sides
A client contact sees only the document groups their role covers. In the firm, auditors see their own clients; managers and owners see all. Rules are enforced in the database, not only on the screen.
The database decides, not the screen
Row-level rules sit on every table — clients, engagements, documents, billing, notifications — and a query runs as the person who signed in, so a hidden button is never what keeps two firms apart. The tables behind the email outbox and the sign-in attempt log carry no user-facing rule at all: nothing but the server itself can read them.
A record that cannot be rewritten
Every upload, approval, send-back, waiver, reopening and restore is written to a record the database itself refuses to edit — a correction is a new entry, never a change to an old one. Purging an archived client writes its own line: who, when, why, how many files. Opening or downloading a file is not recorded.
Files are checked on upload
The file type is checked against the bytes, not just the name. A program renamed to .pdf is refused, and files are capped at 50 MB. Once a file is accepted it cannot be quietly swapped: storage refuses to overwrite it, and replacing or deleting a stored file is not a permission any signed-in account holds.
Access codes stop answering after ten wrong tries
A client access code tolerates ten failed attempts in fifteen minutes from one person, then refuses them. Every attempt is recorded, right or wrong. A firm can rotate a client's code whenever it likes: the old one dies the moment the new one exists, and contacts already admitted are untouched.
Retention you set, purges you can prove
Archived clients are kept for the years you choose (7 by default). A purge removes the files and the records, and writes one line to a purge log: who, when, why, how many files.
Payments stay with Stripe
Cards are entered on Stripe's own page. We never see or store card numbers. Sign-in is email and password, or Google.
Pricing
One plan per firm. Every client is free.
Pick the number of firm users and the storage you need. Every plan starts with a 15-day free trial, and every feature is in every plan.
Prices in USD.
Starter
$49per month
or $490 a year (2 months free)
- 3 firm users
- 20 GB document storage
- Unlimited clients and contacts
Practice
Most popular$119per month
or $1,190 a year (2 months free)
- 10 firm users
- 50 GB document storage
- Unlimited clients and contacts
Firm
$249per month
or $2,490 a year (2 months free)
- 30 firm users
- 100 GB document storage
- Unlimited clients and contacts
Enterprise
A firm whose size or retention terms need their own arrangement.
- Firm users
- Above 30
- Storage
- Agreed capacity
- Price
- Custom quote
No card needed for the 15-day trial. Choose a plan when it ends. See full pricing, what counts as a user, and the FAQ.
FAQ
Questions firms ask.
- What is LedgersLines?
- LedgersLines is an audit document collection portal. Audit firms publish a request list per document group, client contacts upload against it, and every file is reviewed and versioned in one place.
- What is a PBC list?
- PBC stands for “prepared by client”. A PBC list is the auditor’s list of documents and schedules the client must provide for an audit, such as bank statements, payroll registers and board minutes. In LedgersLines the PBC list is built from your document groups; every request has an owner, a due date and a status, and you can export the list as CSV at any time.
- Does LedgersLines replace our audit software?
- No. LedgersLines covers document collection: the request list, the client portal and the review of every upload. Working papers, testing and sign-off stay in the audit software you already use.
- Do my clients need to pay or install anything?
- No. Client contacts are unlimited and free on every plan. They sign in from an email invitation or an access code and see only the document groups their role covers.
- How much does LedgersLines cost?
- Starter is $49 a month for 3 firm users and 20 GB. Practice is $119 a month for 10 firm users and 50 GB. Firm is $249 a month for 30 firm users and 100 GB. Annual billing gives two months free. Above 30 users, Enterprise is quoted to fit.
- Is there a free trial?
- Yes. Every plan starts with 15 days free, and no card is needed to start. Pick the plan you want to try when you sign up. When the trial ends, choose a plan and add a card to carry on; until then nothing is charged, and nothing you set up is lost.
LedgersLines
- 01
Fieldwork starts with the documents in hand.
- 02
A clean, audit-ready record.
- 03
Clients see only their part.
From $49 a month · Client contacts free and unlimited · Cancel any time