From the first call to an engaged client.

Sign in to your firm’s workspace

Enter your work email and open the sign-in link we send. No password is needed unless you set one under Your account. You land on Overview: calls per day, what needs attention, services requested and languages.

New firm? Choose Get started and describe your services, languages and who receives new leads. Your private assistant is created automatically.

Every call lands in the Lead inbox

Within about a minute of a caller hanging up, the conversation is in your inbox and an email alert goes to the addresses you chose. The menu shows how many are new.

• Urgent calls (levies, final notices, audit dates, deadlines within 7 days) are flagged in red.
• Search by name, phone, service, summary or location.
• Filter by status, and Export CSV for your practice system.

Open a lead to see the whole conversation

Each lead shows exactly what you need to decide on the callback:

• Summary written from the call, plus name, phone, email and best time to call back.
• Caller type, service needed, size, where they live and work, and any deadline.
• Businesses & related parties for your conflict and independence check.
• Full transcript in the caller’s language, and automatic checks: the AI disclosed itself, gave no individualized advice, and completed the intake.

Set the status and leave notes for your team

Keep the inbox honest so nobody calls the same person twice:

• In review → Contacted → Accepted, or Declined.
• Conflict / independence when you can’t take the engagement.
• No intake for spam and wrong numbers.

Notes are visible to everyone at your firm. Copy for your practice system puts a clean summary on your clipboard for Karbon, Canopy, TaxDome or email.

Turn a lead into a client file with one click

When a lead is worth pursuing, click Open client file. Ledger Desk creates a numbered file under Clients & engagements and copies in the caller’s details, service, location, deadline and the call summary, linked back to the original recording.

You can also start a file by hand with New client file for referrals and walk-ins.

Run the engagement from the client file

• Stages: Lead → Consultation → Engaged → Active client → Closed.
• Deadlines, filings & tasks: due dates, IRS dates and meetings, with a Next 14 days view and overdue warnings.
• Documents: upload engagement letters, notices and workpapers to private storage.
• Details: tax years or periods, EIN or IRS notice number (never SSNs), responsible CPA or manager.
• Ask Ledger Desk AI about the file: what’s due, a draft follow-up email, a summary for a partner.

Invite your team and tune your assistant

Team: add people by email as Owner or Staff; remove access any time.

Firm settings: firm name and office hours, services you offer, languages, who gets lead alerts, instructions for your assistant (for example “we don’t take audit work” or “mention our Burbank office”), and the websites allowed to use your assistant.

Put your front desk where clients call

• Website: copy one line of code into your site footer. It works on WordPress, Wix, Squarespace, Webflow and Shopify.
• Private link: share ledgerdesk.app/f/your-firm in email signatures, texts and social bios.
• Phone: get your own local number and forward your office line to it. See step 9.
• Test call: try it yourself from the same page, then see it appear in the inbox.

Let Ledger Desk answer your office phone

Clients keep dialing your usual number. You simply forward the calls you can’t take to your firm’s Ledger Desk number, and every one of them is answered, recorded and filed in your Lead inbox.

1. Get your number. The Ledger Desk team connects a local number in your area code to your firm’s assistant. It appears on your Phone line page marked Answering 24/7.
2. Call it once yourself with Call it now. You’ll hear your firm’s greeting, and the test call appears in the Lead inbox within about a minute.
3. Choose when calls forward: when nobody picks up (after a few rings), after hours and weekends, or all calls during busy season or vacation.
4. Set the forwarding. On a business phone system (RingCentral, Zoom Phone, 8x8, Vonage, Nextiva, Dialpad, Google Voice) look in admin settings for Call handling, Business hours or After-hours rules. On a regular office line or cell (AT&T, Verizon, Spectrum, Comcast Business, T-Mobile), call your phone company and ask for “call forwarding when no answer” to your Ledger Desk number.
5. Test it. From a cell phone, call your office number and let it ring. Ledger Desk should answer with your firm’s name.