LedgerDock logo LedgerDock
Intake Pipeline
Staged document and import processing
Audit Controls
Decision trail and finalization integrity
AI-Assisted Bookkeeping
Classification support with review
Evidence Matching
Receipts and documents attached to commits
Reconciliation Workflow
Statement-to-ledger clearing
Reporting
Tax-form-line P&L, trial balance, journal
Accounting Firms
Team review, client throughput, firm control
Solo Accountants
Disciplined workflow without overhead
Business Owners
Visibility into your books without complexity
Tax Preparers
Tax-ready records with evidence confidence
Workflow Overview
Upload to finalization in one view
Upload to Staging
How source files enter the system
Review and Controls
Classification, reconciliation, approval
Demo
See the workflow in action
Pricing Philosophy
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Terms of Service

Last updated: May 2026

These terms of service are a placeholder template. They will be reviewed and finalized by legal counsel before public launch.

Service description

LedgerDock is a web-based bookkeeping workflow platform that provides structured intake, staging, classification, review, evidence matching, finalization, and reporting for accounting firms, solo accountants, and business owners.

Account responsibilities

You are responsible for maintaining the security of your account credentials, including your password and MFA device. You are responsible for all activity that occurs under your account. Notify us immediately if you believe your account has been compromised.

Acceptable use

You agree to use LedgerDock only for lawful bookkeeping and accounting purposes. You will not:

  • Use the platform to process financial data for illegal activities.
  • Attempt to gain unauthorized access to other users' data or company schemas.
  • Reverse-engineer, decompile, or attempt to extract the source code of the platform.
  • Use automated tools to scrape, crawl, or burden the platform beyond normal use.

Data ownership

You retain ownership of all financial data you enter into LedgerDock, including ledger entries, chart of accounts, commit history, documents, and any other content you create or upload. LedgerDock does not claim ownership of your data.

You grant LedgerDock a limited license to process, store, and display your data solely for the purpose of operating the platform and providing the services you use.

Service availability

LedgerDock aims to provide reliable service but does not guarantee specific uptime percentages for the free tier. Paid plans may include SLA commitments as they are defined.

We will provide reasonable notice before planned maintenance. Unplanned outages will be communicated through status updates.

Payment terms

The free plan has no payment obligations. Paid plans will be billed monthly or annually, as selected at subscription time. Pricing details are available on the pricing page.

Pricing is subject to change with 30 days' notice to existing subscribers.

Termination

You may close your account at any time. Upon closure, your data will be available for export for 30 days, after which it will be permanently deleted (except audit logs retained for integrity purposes).

LedgerDock may terminate or suspend your account for violation of these terms, with notice when feasible.

Liability limitations

LedgerDock is a bookkeeping workflow tool. It is not a substitute for professional accounting judgment, tax advice, or legal counsel. You are responsible for the accuracy and completeness of your financial records.

To the maximum extent permitted by law, LedgerDock's liability is limited to the amount you have paid for the service in the 12 months preceding the claim.

Governing law

These terms are governed by the laws of the State of Idaho, United States, without regard to conflict of law provisions.

Changes to these terms

We may update these terms from time to time. Material changes will be communicated via email to registered users at least 30 days in advance. Continued use of the platform after changes take effect constitutes acceptance.

Contact

For questions about these terms: legal@ledgerdock.app

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