Pricing
Not listed
Official monthly price not confirmed
- API
- Not confirmed
Ledger IQ
● Identity checkedAssistant · Vendor site 2026-10-04
Ledger IQ automates trial-balance workflows for tax preparers. Upload a client trial balance, review AI-suggested tax line mappings, post adjusting entries, and export import-ready files for Lacerte, UltraTax CS, or Drake Tax with a working tax workpaper.
- Category
- Assistant
- Free access
- Pricing offers the first return free with no credit card, trial timer, or sales call before buying return credits.
- API access
- Not confirmed
Is Ledger IQ right for you?
A good fit for
Accounting firms preparing partnership, C-corp, or S-corp returns who want to eliminate manual trial-balance re-keying.
Before you choose
Paid access is sold per return ($10–$25 each) or a one-time unlimited firm payment, not as a published monthly subscription.
Trial balance automation
Ledger IQ promises to move firms from raw trial balance to tax-ready imports in minutes with mapping memory and year-over-year rollforward.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| AI tax mapping | Workflow shows AI-suggested tax line mappings you review before export. | Facts sourced | 2026-10-04 |
| Tax software exports | Site supports Lacerte, UltraTax CS, and Drake Tax import files plus working trial balance workpapers. | Facts sourced | 2026-10-04 |
| Adjusting entries | Product lets firms post AJEs, RJEs, and TJEs in one workspace tied to the mapped trial balance. | Facts sourced | 2026-10-04 |
Understand the total cost
Ledger IQ pricing & plans
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Frequently asked questions
What is Ledger IQ used for?
Ledger IQ automates trial-balance workflows for tax preparers. Upload a client trial balance, review AI-suggested tax line mappings, post adjusting entries, and export import-ready files for Lacerte, UltraTax CS, or Drake Tax with a working tax workpaper.
Does Ledger IQ have a free plan?
Pricing offers the first return free with no credit card, trial timer, or sales call before buying return credits.. This record does not confirm an ongoing free plan.
How much does Ledger IQ cost?
A listed monthly price has not been confirmed. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use Ledger IQ through an API?
Not confirmed. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Paid access is sold per return ($10–$25 each) or a one-time unlimited firm payment, not as a published monthly subscription.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.