process
What happens after you upload?
LedgerFlow is the intake point. Deck & Ledger reviews, organizes, and moves your documents through the bookkeeping workflow.
Step 1
Client uploads files
You upload requested bookkeeping documents through the secure portal.
Step 2
Files enter intake
Uploads land in Deck & Ledger’s secure intake drive for review.
Step 3
Documents are reviewed
Deck & Ledger checks document type, period, business name, and notes.
Step 4
Records are organized
Files are sorted into the proper client records and bookkeeping process.
important note
LedgerFlow is for document intake, not public file storage.
If you need a copy of something, need help finding a prior upload, or have a portal access issue, use the Deck & Ledger support page.