Ledgerstone Accounting
Accounting and tax office, Rapid City. Tax season, years of paper files, and client data that insurers and regulators expect to be protected.
Example project for a fictional business
The situation
A five-person accounting office with clients emailing tax documents as attachments, filing cabinets of past returns, and a cyber insurance renewal asking about multi-factor sign-in and backups.
What we would set up
AI
- Client document intake that sorts uploads by client and year
- Private AI search across the firm’s own files
Web
- Website with a secure client upload portal
IT
- Microsoft 365 setup with permissions by client team
- Tailscale for staff working from home in tax season
Security
- Multi-factor sign-in, email security and phishing training
- Help answering the cyber insurance questionnaire accurately
Data
- Past returns and client files digitized and searchable
- Managed backups of Microsoft 365 and file storage
What changes for the owner
- Clients upload documents instead of emailing them
- Finding an old return takes seconds, not a trip to the cabinet
- The insurance questionnaire gets clear, true answers
- Staff work securely from home in March and April
These are example projects for fictional businesses, showing what we would build for each type of business. They are not past clients.
Tell us what’s slowing you down.
A short call, then a written plan and a fixed price. No obligation.