LedgerWorksOS

Demo data

Clients

Prioritize client risk, onboarding, documents, and follow-up from one calm command surface.

Add client

Next client move

Compliance Risk

Reyes Foods Trading

Escalate the missing payroll support items and confirm whether the filing deadline can still be met.

Open client Tasks

Clients3

Risk1

Tasks6

Docs3

Workflow map

Practice workflow

Client work is the handoff point between sales promise, document evidence, deadlines, books, and final review.

Current optimization

Turn sales promises into client work without losing ownership or risk posture.

Handoff rule

Move only when client ownership, tasks, and requested files are visible.

Ready signal

Client has status, owner, open tasks, and linked document needs.

1SetupPractice profile, capacity, service focusGuided onboarding 2LeadQualified prospect and offer fitGrowth 3ClientOnboarding, tasks, contacts, follow-upClients 4DocumentsVault evidence and review-ready filesDocuments 5CalendarDue dates, agenda, and remindersCalendar 6BooksInternal ledger support and close packBooks 7BillingPlan posture, invoices, and support pathBilling 8ReviewReviewed action, export, or client handoffDaily queue

Client Control Model

Health, work, communication, deadlines, and billing

Client records now expose the operating checks a solo CPA needs before trusting a client as delivery-ready.

Health

Moderate

Profitability

Review after billing verification

Workload risk

Low

Communication

6 open follow-ups

Linked deadlines

Billing

Follow-up required

Active

Stable recurring delivery

Onboarding

New client setup

Risk

Needs escalation

Follow-up

Open client tasks

Find

Filter clients

Search stays available, but it no longer dominates the page.

Priority Clients

Risk and onboarding lanes

The first cards are the clients most likely to block revenue, compliance, or delivery rhythm.

Compliance Risk / Reyes Foods Trading

Paula Reyes

Escalate the missing payroll support items and confirm whether the filing deadline can still be met.

Compliance Risk

Onboarding / Northline Retail Supply

Alyssa Mendoza

Collect the remaining BIR documents and confirm the month-end reporting cadence.

Onboarding

Active / Santos Design Studio

Marco Santos

Review the next quarterly tax milestone and confirm the expense support package is complete.

Active

Registry

Client registry

Client registry
Client	Status	Service	Next action
Alyssa Mendoza Northline Retail Supply	Onboarding	Monthly bookkeeping and tax compliance	Collect the remaining BIR documents and confirm the month-end reporting cadence.
Marco Santos Santos Design Studio	Active	Freelancer tax compliance retainer	Review the next quarterly tax milestone and confirm the expense support package is complete.
Paula Reyes Reyes Foods Trading	Compliance Risk	Payroll and remittance support	Escalate the missing payroll support items and confirm whether the filing deadline can still be met.