deck & ledger

deck & ledger introduces

ledgerflow

Secure document intake for Deck & Ledger clients. Upload bookkeeping files, review monthly requests, and keep your records moving without long email chains.

Upload Documents View Requests

secure uploads • monthly bookkeeping requests • organized client intake

upload centre

Submit bookkeeping files.

Use this form when Deck & Ledger requests documents from you. Files are sent directly into the secure Deck & Ledger intake drive.

Before uploading

  • Use your legal or operating business name.
  • Select the closest document type.
  • Enter the month or period the documents relate to.
  • Upload clear PDFs, images, spreadsheets, or statements.

Upload multiple files at once when needed.

what happens next

Files go into Deck & Ledger’s secure intake workflow.

1. Upload

You send the requested files through LedgerFlow.

2. Intake

Files land in the secure Deck & Ledger intake drive.

3. Review

Deck & Ledger reviews document type, business name, and period.

4. Organize

Files are sorted into the right bookkeeping workflow.