Raw trial balance in. Tax-ready import out.
Ledger IQ maps a client's trial balance cold, with no prior-year mapping or setup, and hands back an import-ready file for your tax software, a working trial balance and an AJE report.
Start free, then stack bonus credits
Try it on a real client first. If it earns a spot in your workflow this season, here's how to stack up to 10 extra returns.
Sign up, upload one client's trial balance, review the mappings and export the import file. No credit card required.
Buy any number of returns and get 5 more credits on top. Any amount qualifies.
Post on LinkedIn about Ledger IQ, whether it's your honest take or that you're getting set up for tax season. Share the link with us and 5 more credits are added to your account.
That's your free return plus up to 10 bonus credits, one credit per return.
Bonus credits are added to your Ledger IQ account after purchase. To claim the LinkedIn bonus, send us your post link through ledgeriq.ai.
What you get back on every return
Built for 1120-S, 1065 and 1120 work, where the TB has to be mapped before the return can start.
Import-ready file
A file formatted for Lacerte, UltraTax CS or Drake Tax, so balances land on the right lines without re-keying.
Working trial balance
Unadjusted, adjustments, adjusted and tax line in one workpaper, with totals that tie. Export to Excel or PDF for the file.
AJE report
Every adjusting entry you post, numbered and totaled, ready to hand to the client or drop in the binder.
Three steps, no setup
Ledger IQ doesn't need last year's mapping or a chart-of-accounts template. It starts cold.
Upload the trial balance
Drop in the client's TB from Excel or CSV, straight out of QuickBooks or whatever they use.
Review mappings, post entries
AI suggests a tax line for every account. You approve or change each one and post any AJEs.
Export to your tax software
Download the import file, the working TB and the AJE report. Re-exporting the same return is always free.
Simple pricing after your free return
- Pay per return, from $10 to $25, lower with volume
- Returns you buy never expire
- Or go unlimited for every return your firm prepares through 2027
Client data, handled carefully
- The uploaded trial balance file isn't stored
- No client identity fields are needed
- No integrations into your systems; hosted on AWS
Questions: privacy@ledgeriq.ai
Questions
Do I need last year's mapping or any setup?
No. Ledger IQ maps a trial balance cold. Upload it, review the suggested tax lines, and export.
Which tax software and returns does it support?
Lacerte, UltraTax CS and Drake Tax, for 1065, 1120 and 1120-S returns. CCH Axcess and ProSystem fx aren't supported yet.
Does the AI make the final call on mappings?
No. Every suggestion waits for you to approve or change it, and nothing exports until it's reviewed.
How do I get the bonus credits?
Buy any amount and the first 5 are added to your account. For the other 5, post on LinkedIn about Ledger IQ and send us the link through ledgeriq.ai. They're added once the post is confirmed.
Run one client through it before the season
Your first return is free. No card, no setup, about as long as it takes to review the mappings.
Map your first return free