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Accounting Software for CPAs & Firms

Keeping multiple client records without succumbing to software sprawl can be a challenge.

If you have to maintain many instances of your small business accounting software, you may want to consider a cloud accounting software for CPAs, dedicated to bringing all those instances together.

With SoftLedger, there's no more manually tracking login info and software versions.
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Consolidate Your Client Accounts

SoftLedger is a cloud accounting software built for accountants, CPAs, and CPA firms.

Multiple companies, each with multi-entity support, are all in one place and on the same exact version. Instead of organizing all of these instances, you can focus on serving your clients.

Automated Accounting Firm Software

SoftLedger was built to have enough dimensions to give you the flexibility to keep up with your growing organization - no matter how complex your clients’ operations become.

This also means you can help them implement a new accounting solution in weeks - not months.

Automate your Accounts Payables, collect quicker with our automated Accounts Receivables, let our General Ledger accounting software do the heavy lifting for you, and always stay in control and compliance.

 

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Multi Entity Consolidation
Consolidate multiple entities in real-time.
Open Banking API Integration
SoftLedger is programmable via the Open Banking API, enabling financial data consolidation to give you real-time insight into your finances.
Adaptable Subledger
Use only AR, AP, or another module as a subledger — then bring journal entries into your ERP.

Frequently Asked Questions

Yes, users have the option to use their own chart of accounts or SoftLedger’s standard chart of accounts when getting started with SoftLedger.  SoftLedger’s flexibility allows users to make changes to their charts by easily adding new accounts.

Frequently Asked Questions

SoftLedger is a cloud-based accounting software designed specifically for CPA firms and accountants. It enables firms to manage multiple client accounts seamlessly by consolidating various entities on one platform. This eliminates the need for maintaining multiple software instances, streamlines data consolidation, and allows firms to focus on providing client services rather than juggling disparate systems.

SoftLedger centralizes accounting for multiple companies by offering multi-entity support within the same organization and Single Sign On (SSO) for different clients. With its automated general ledger and consolidated financial reporting, CPA firms can effortlessly manage and report on various entities in real time. This helps in reducing manual tracking and ensuring all client data is on the same version, providing a comprehensive view of financial health.

Yes, you can. SoftLedger offers the flexibility to either adopt its standard chart of accounts or customize your own. This adaptability makes it easier for firms to integrate their existing accounting frameworks while taking advantage of SoftLedger’s automation and reporting features.

SoftLedger provides a suite of advanced features including automated accounts payable and receivable, a smart general ledger, real-time financial reporting, and cash flow management. Additionally, its open banking API and adaptable subledger allow for seamless integration and customization, ensuring that CPA firms can meet complex client needs.

Getting started is simple. Interested firms can request a demo to explore the full capabilities of the software. The demo provides an in-depth look at how SoftLedger’s cloud-based platform can simplify accounting operations and improve overall efficiency for CPA firms. Further, SoftLedger offers an Alliance Program for accounting firms to grow their outsourced accounting practices to serve more multi-entity clients.

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