Who we are
A document portal built for one job: getting what the audit needs, from the client to the firm, on time.
LedgersLines is a PBC (“prepared by client”) portal for audit and assurance firms. A firm sets its standard document requests once, the client uploads directly against that list, and every file is reviewed, versioned and tracked in one place — not spread across email threads and spreadsheets.
Our approach
Collecting the documents shouldn’t cost more than the audit
A firm shouldn’t need to remember who it asked for what, or dig through a mailbox to find out what’s still outstanding — and a client contact shouldn’t have to guess which of a hundred documents are actually theirs to send.
What we built
One list, one portal, one review queue
One request list per engagement, a client portal scoped to each person’s role, and a review queue where every upload is approved or sent back with a note — built into the product, not bolted on. Nothing depends on an email arriving or a spreadsheet staying up to date.
True today
2 min
How long a download link stays valid before it expires
15 days
Free trial on every plan, no card needed, nothing charged until it ends
4
Document groups seeded for a firm on day one, ready to adjust
What it is
A request-and-review loop, start to finish
For audit and assurance firms, from a sole practitioner to a firm with dozens of staff — across statutory, tax and internal audit work.
What it is not
Not audit software, and not an integration
Working papers, testing and sign-off stay in your firm’s existing tool. And it doesn’t connect to accounting systems today: files are uploaded by the client and downloaded by the firm.
Operated by
LedgersLines is operated by TechBridge Technologies, a technology company building and supporting software for the businesses that rely on it.
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