Ledger

Two plans, clear pricing

One price per firm, one user included and unlimited files. Both plans include all the file work; Premium adds the client portal and questionnaires. Try Ledger for 45 days, no credit card.

Billing cadence
Most popular

Standard

1 user included · unlimited files

$1,500 per year

$150 per month

Additional user: $500 per year

Additional user: $50 per month

Start a 45-day free trial

No credit card · Cancel anytime

What's included:

  • Trial balance, adjustments, GIFI/IGRF groupings
  • Assembled financial statements + notes, bilingual
  • GIFI export to any tax software
  • Full bookkeeping (bank · taxes · PDF converter)
  • Working papers, pipeline, communications
  • Client invoicing + QuickBooks
Client portal included

Premium

1 user included · unlimited files

$2,000 per year

$200 per month

Additional user: $750 per year

Additional user: $75 per month

Start a 45-day free trial

No credit card · Cancel anytime

Everything in Standard, plus:

  • Secure client portal: request and receive documents
  • Electronic signature of documents
  • Messaging with your clients
  • Your invoices in the client's portal
  • Bilingual client questionnaires, carried over every year

Prices in CAD · 13% HST extra · 45-day free trial.

Compare the plans

Plan comparison
FeatureStandardPremium
Users included11
FilesUnlimitedUnlimited
Trial balance, adjustments, GIFI/IGRF groupings✓✓
Assembled financial statements + notes, bilingual✓✓
GIFI export to any tax software✓✓
Full bookkeeping (bank · taxes · PDF converter)✓✓
Working papers, pipeline, communications✓✓
Client invoicing + QuickBooks✓✓
Secure client portal: request and receive documents·✓
Electronic signature of documents·✓
Messaging with your clients·✓
Your invoices in the client's portal·✓
Bilingual client questionnaires, carried over every year·✓
Additional user$500 / yr$750 / yr

Add-on module

The review engagement (CSRE 2400) adds to either plan: $500 per year for the firm, plus $150 per year for each additional user. Monthly: $50 and $15.

Try it with no risk

Fill in the trial request: we open your account, usually the same day, and offer you a one-hour video conference walkthrough. For 45 days you work on your real files, with no credit card. If Ledger is not for you, you leave with your data.

Pricing questions

Is the price per firm or per user?

Per firm. Each plan includes one user and unlimited files; you add users as needed.

Do I need a credit card for the trial?

No. The trial lasts 45 days and we never ask for a credit card. If you don't continue, you are not charged anything.

Can I cancel?

Yes, whenever you want. Your data stays yours: you can export your files and ask us to delete your data, and we confirm the deletion in writing.

Why is the annual plan cheaper?

The monthly plan leaves you free from month to month; committing for a year costs about 17% less.

Are taxes included?

No. Prices are in Canadian dollars, taxes extra.

Ready to close the spreadsheet?

Open a trial account and build your first file.

Start a 45-day free trial