Accounting. Audit. Clients. Compliance.
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Product suite/ClientDesk
ClientDesk
PRACTICE OPERATIONS

The client record your entire practice can rely on.

Replace scattered spreadsheets, follow-ups and chat history with a single view of every client, deadline and responsibility.

Explore the modulesBook a product demo
Product scope and availability depend on your selected plan and release.
Ledzerly workspaceIllustrative preview
YOUR WORK, IN VIEW

Practice overview

Sample period
Tasks due this week84Illustrative data
Active clients32Review workspace
Work completedSample trend
Week 1Week 2Week 3Week 4
Needs your attention
Document requests7 awaiting reply
Monthly bookkeepingIn progress
Service billingReady to invoice
Control the office from one dashboard: clients, work, employees, documents, communication and billing.
INSIDE CLIENTDESK

Know the client. Know the work. Know who owns it.

A practice runs on details that rarely fit into a single task list. ClientDesk connects the client record with recurring services, document requests, staff responsibilities and billing.

Keep a usable client record at the centre.

Client, group and entity information gives the team a shared starting point for service delivery. Contacts, registrations and service details live alongside the client’s documents and communication history, making a hand-off easier to pick up.

  • Maintain client groups, entities, contacts, registrations and service details once.
  • Organise return documents, acknowledgements and physical document in-out records.
  • Track digital signature holders, expiry dates and renewal action.

Turn recurring commitments into assigned work.

Retainers and recurring tasks give each service a repeatable structure. The compliance calendar brings client deadlines into view, while ownership, status and workload reporting show where work is waiting and which team member is responsible for the next step.

  • Create recurring tasks, assign users and verify completion.
  • View GST, TDS, income-tax, audit and corporate deadlines across clients.
  • Monitor overdue work, workload, productivity and service-level status.

Keep requests, delivery and collections connected.

The client relationship continues after a task is assigned. Structured document requests and scheduled reminders support follow-up; the client portal provides a place for uploads and outputs. Billing and recovery then keep service delivery connected to invoices, receipts and dues.

  • Schedule email, WhatsApp and SMS reminders and document requests.
  • Let clients upload documents, view status, download outputs and check balances.
  • Create invoices and receipts, monitor outstanding dues and follow up on collections.
INSIDE CLIENTDESK

Explore the modules.
Understand the details.

Select a module to see its purpose, the records it brings together and an illustrative view of the work.

ClientDesk / MODULE 01Illustrative preview

Client Management

Maintain client, group, entity, contact, registration and service details once.

  • Maintain client, group and entity details in one record.

  • Keep contacts and registrations with that client.

  • Record service details once for the practice.

Sample records · illustrative data
Client / entityContactService details
Meridian ServicesFinance contactGST and accounts
Northstar TradingAccounts contactTDS and audit
Cedar HoldingsDirector contactIncome tax
1 of 12 modules
THE WORK YOU CAN SEE

What your team can review.

Concrete records, reports and working outputs from ClientDesk, with the supporting detail kept close to the decision.

REVIEW OUTPUT / 01

A client and service record

Give the next team member the details needed to understand the client and the work your practice handles.

  • Entity and registration details
  • Assigned services and tasks
  • Document and communication history
REVIEW OUTPUT / 02

A view of the practice’s delivery position

Review upcoming deadlines and open work, then identify the responsible team and outstanding client requests.

  • Compliance calendar
  • Overdue and completion reports
  • Workload and productivity reports
REVIEW OUTPUT / 03

Billing and recovery reports

Bring invoices, receipts and client balances into collection follow-up across the practice’s billing entities.

  • Invoices and receipts
  • Outstanding dues
  • Billing and recovery reports
WHO IT HELPS

Built around the people doing the work.

Practice administrators

Maintain client details, document movements, certificate renewals and recurring work.

Team leads & staff

See assigned responsibilities, request missing documents and track delivery status.

Practice owners

Review workload, overdue services, billing and collection follow-up in one operating view.

INTERACTIVE PRODUCT WALKTHROUGH

See ClientDesk run the work
from beginning to sign-off.

Choose a stage to explore a sample workspace, the team hand-off and its controls. All figures in this walkthrough are illustrative.

CLIENTDESK / ONBOARDOnboard command centre
Sample workspace
STAGE 1 OF 5

Onboard with every hand-off visible.

Create the shared client profile, contacts and registrations.

20%through the walkthrough
Connected activities2Illustrative value
Source documents24Illustrative value
Review checks6Illustrative value
Workflow stage1 / 5Illustrative value
Onboard work queueDue · Status
Client ManagementMaintain client, group, entity, contact, registration and service details once.TodayReview
Import & ExportBring in client and task data and export operational reports when required.This weekReady
CONNECTED IN THIS STAGE
◉
Client ManagementMaintain client, group, entity, contact, registration and service details once.
⇄
Import & ExportBring in client and task data and export operational reports when required.
✓
Controlled hand-offComplete shared client profile
Sample product walkthroughTasks · Documents · Communication · Billing · Review · Client access
A CLOSER LOOK

Your ClientDesk questions, answered.

How the product supports the work, the team and the review.

Can existing client and task data be brought into ClientDesk?

ClientDesk includes import and export for client and task data. The master record can hold client groups, entities, contacts, registrations and services, providing the starting point for recurring tasks, document management and practice reports.

How does the practice manage work that repeats every period?

Task and retainer management supports recurring work with assigned users and completion verification. Status can be updated in bulk, and the compliance calendar and practice reports help the team review upcoming deadlines, overdue items and overall completion.

What can clients do in the portal?

Clients can upload documents, view work status, download outputs and check balances. The practice can also organise document requests and scheduled communication through email, WhatsApp and SMS, while retaining the client’s communication history.

Can a practice use more than one billing entity?

Yes. ClientDesk includes multi-billing entity support while keeping client work organised. Billing and recovery tools cover invoices, receipts, outstanding dues and payment reminders, with operational reports available for review and export.

KEEP THE PRODUCT DETAILS

A closer look at ClientDesk.

Take the product guide into your next team discussion. Review the workflow, feature catalogue and controls, then discuss the scope that fits your practice.

Read the product guideDownload PDF
EXPLORE CLIENTDESK WITH US

Start with the work
your team needs to improve.

Discuss your modules, records and review process in a focused demo.

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Ask Ledzerly

Guide · AI unavailable

INDIAN TAX · ACCOUNTING · AUDIT

Clarity for every
practice question.

Explore ClientDesk modules, or ask about Indian taxes, AS, Ind AS, CARO and auditing standards.

BooksAuditPracticeTax
Check sources before filing. Don’t share PAN, passwords or client records.