Core CRM Features

LEDGERS Pro CRM is designed for professionals and firms looking to streamline client management, compliance, and accounting workflows. It is suitable for:

• Chartered Accountants (CA) – Manage clients, filings, and accounting efficiently.
• Company Secretaries (CS) – Track statutory compliance and corporate governance tasks.
• Lawyers & Legal Advisors – Organize clients, contracts, and legal workflows.
• Tax Practitioners & Consultants – Handle tax filings, client follow-ups, and advisory work.
• Accounting & Bookkeeping Firms – Centralize bookkeeping, reporting, and client engagement.

Yes. LEDGERS Pro CRM is hosted on AWS Cloud, ensuring enterprise-grade security. Additionally, it supports two-factor authentication (2FA) to protect your account and data from unauthorized access.

The LEDGERS Business License provides access to LEDGERS.cloud, a comprehensive accounting and taxation software designed for SME customers.

• Who Can Use It: Chartered Accountants (CAs), Tax Practitioners & Consultants, and Accounting & Bookkeeping Firms can leverage the software for bookkeeping and tax filings.
• Unlimited Access: There is no limit on the number of users—both clients and accountants can access the platform simultaneously.
• Additional Features: Besides accounting and taxation, the software also supports HR, payroll, and attendance management, making it a complete business management solution.

We can assist with API integration for any of your in-house software systems. Currently, we support Razorpay, CCAvenue, and Easebuzz. If you require integration with any other payment gateway, our in-house engineering team can handle it. We will provide a custom quote based on your specific requirements.