Stop the endless back-and-forth with clients and your team.
Ledgersync Task Flow replaces scattered emails and texts with structured tasks you can create, assign, and track — all connected to a client mobile app, at no extra cost.
Task Flow Management replaces the back-and-forth with clients and your team. Create tasks for anything you need — add a bank, fix a connection, request checks, clarify transactions — and track them all in one place, without leaving Ledgersync.
One place to ask for everything you need.
Add a bank
Ask a client to connect a new bank account in a couple of taps.
Fix a bank
Flag a broken connection and walk the client through reconnecting.
Request checks & connections
Pull the check images and statement connections you need to close the books.
Clarify transactions
Get the business purpose behind a transaction before you categorize it.
Any custom task
Spin up a custom task for anything else you need from a client or teammate.
Mastercard, Amex & bank checks
Connect Mastercard and Amex plus Ledgersync bank connections for checks — all inside one app.
See every task by date, status, or type.
Track everything within the Task Flow Management tool. Filter by date, status, assignee, or task type, and see open tasks, overdue items, what's awaiting a response, and what's completed this week — all from a single dashboard.
- Sort and filter by date, status, assignee, or type
- Open, overdue, awaiting response, and completed at a glance
- Every task carries its own conversation thread
From a task to a clear answer — without leaving Ledgersync.
Open a task to see the exact transactions in question, leave instructions, and turn it into a conversation. The client replies, you confirm, and the task moves forward — every message and attachment kept in context.
Clients respond from their phone — included at no extra cost.
Clients receive your messages right on their mobile app. They can make requests to you, answer requests from you, attach documents, and hold a text conversation with you — all in one place. It's a great feature at no extra cost, all part of the Ledgersync product family.
Replace the back-and-forth with a workflow your clients actually use.
Task Flow Management and the client mobile app are part of Ledgersync — no add-ons, no extra cost. Create your first task and watch the email chaos disappear.
One tool for every client request.
Tasks, conversations, and document sharing — all inside Ledgersync, with a client mobile app included.
30 days free · credit card required · cancel anytime