Ledger — Tax Client Manager

💡 Export sends all clients to a CSV you can open in Google Sheets or Excel. Backup saves everything including photos. Import restores a backup on any computer.

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Clients

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This Year

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With Docs

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No clients yet — click + New Client to begin.

New Client Profile

Personal Information

First Name *

Last Name *

Date of Birth

SSN

Phone

Email

Street Address

City

State

ZIP

Filing Details

Tax Year

Filing Status

Occupation

Employer

Income

W-2 Income ($)

Freelance / 1099 ($)

Other Income ($)

Deductions

Mortgage Interest ($)

Charitable Donations ($)

Student Loan Interest ($)

Other Deductions ($)

Documents & Photos

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Drag & drop W-2s, 1099s, IDs, receipts — or click to browse

Notes