PropLedgr for CPAs
PropLedgr for CPAs is a professional dashboard designed for accountants and tax preparers who serve prop traders, brokerage traders, and crypto traders. Manage your trader book of business in one place.
Features for accounting firms
- Filing pipeline Kanban board with status tracking and reminders
- Engagement letter generation with embedded e-signature
- Secure document sharing with each trader client
- Tax-ready PDF and ZIP exports per client
- Internal notes, capacity planning, and weekly digest emails
- Branded firm setup (logo, EIN, billing link)
Pricing: Free (5 clients), Professional $49/mo (25 clients), Enterprise $99/mo (unlimited).