How is Practice Ledger priced?

Pricing is per user. Founding firms receive founding pricing. Book a demo and we'll walk you through it.

Can we try it on our own?

Not on your own. We set up each firm with you, so the best first step is a demo on our demo firm.

Which firms is it for?

Firms of about 20 to 200 people and up, starting with CPA firms. Other firms that bill for time share the same economics.

Can we bring our history from our current system?

Yes. You can import staff, clients, engagements, invoices and time entries from CSV or Excel exports, including billing history. Each import can be undone.

Does it connect to QuickBooks or Xero?

Not today. Both are on the roadmap.

Is there a mobile app?

Not yet. A mobile app is on the roadmap.

Can our clients see their invoices?

Yes, in the client portal, along with their projects and documents. For now, your firm gives each client their access.

Does Practice Ledger send email?

Not yet. Email isn't connected today, so your admin sets up users and passwords. Emailed invitations and invoices are on the roadmap.

Is two-factor sign-in available?

Not yet. It's planned once email is connected. Our security page lists what is in place today.

Does the AI make up numbers?

No. The software computes every figure. Any AI text that contains a number of its own is refused.

How long does onboarding take?

Onboarding depends on your data. We'll give you a clear plan during the demo.

What support do you offer?

Support is available Monday to Friday, 8am to 6pm Central.

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See Practice Ledger on a Demo Firm

We'll walk you through Practice Ledger on a demo firm and answer your questions.