For tax preparers
Accounting software for tax preparers managing multiple business clients
LedgerCubby gives tax preparers one workspace for monthly bookkeeping while keeping every corporation's books separate. Import bank data, review categorization, reconcile accounts and produce year-end reports before tax season.
7-day free trial · $19.99/month · unlimited companies · no setup fee
Simple pricing
One price for unlimited companies
LedgerCubby · Unlimited Companies
$19.99/ month
7-day free trial · no per-company fees · cancel anytime
Start free trialWhy LedgerCubby fits this workflow
- Keep each client's transactions, bank accounts and reports separated by company.
- Import CSV, Excel and supported PDF bank statements without consuming AI credits.
- Use saved vendor mappings and bank rules to speed up recurring categorization.
- Run profit & loss, balance sheet and general ledger reports for tax preparation.
A complete monthly bookkeeping workflow
LedgerCubby follows the work from bank statement to year-end handoff: import activity, reuse safe categorization rules, review uncertain items, reconcile each account, close the month and produce P&L, Balance Sheet and General Ledger reports. Tax Prep Ready checks, tax-category mappings, fixed-asset and equity review, period locks and a year-end package help organize the books for a tax preparer without making tax decisions for you.
CSV, Excel and supported PDF imports, saved vendor mappings, deterministic rules, duplicate checks, reconciliation, monthly close, reports, 1099 vendor and W-9 review, and year-end exports are included at $19.99/month with unlimited companies and no setup fee. Direct IRS 1099 transmission is not included.
What accounting software works well for tax preparers with many business clients?
LedgerCubby is designed for tax preparers and bookkeepers who manage multiple small-business entities. It includes unlimited companies for $19.99 per month after a 7-day free trial, with no setup fee, while keeping each client's books and reports separate.