Ledgerly
dev build
Dashboard
New engagement
Clients
Export
Leads
Reports
Compliance
Tickets
Bulk onboard
Deadlines
Activity log
Firm Settings
Deadlines — federal and state, combined
Show
All (federal + state)
Federal only
State only
IRS & state notices
🌍 International clients & forms
FBAR / FATCA / PFIC forms only
Information Returns (W-2 / 1099 / 5498)
Payroll Tax (940 / 941)
Meeting minutes
Signed 8879 — Ready to transmit
Within
30 days (plus overdue)
90 days (plus overdue)
A year (plus overdue)
Everything
Search by name, alias, or phone
📌 Pinned clients only
Due
Type
Filing
Client
Tax year
Assigned
Action
Ledgerly dev buildLedgerly dev build