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An interview with Wayne Zielke, CEO of cloud-based accounting document management app LedgerDocs

wayne zielke

Tweepler: How did LedgerDocs get started, and in a few sentences how does it work?

Wayne Zielke: Having been in the accounting industry for almost a decade, we understood the challenges involved to provide exceptional bookkeeping and accounting services to clients. One of those challenges is document collection and management, and wanted to create an application that helped other firms to improve their business workflow and processes.

After years of doing bookkeeping for clients, we decided there must be a way of using the web to better connect with our clients and make things easier. This is why LedgerDocs exists today. It’s a small business software tool designed specifically to make collaboration around bookkeeping easier.

Our goal is to find ways to better manage, share, and collaborate on accounting documents to make the process more efficient. We believe the collection and management of client documents should be a seamless process that makes your life easier, saves you time, and grows your business. Whether you are a business owner, bookkeeper, or accountant, LedgerDocs offers a unique online tool that is able to give you a step-up from your competition.

Tweepler: What makes the QuickBooks Online integration important?

Wayne Zielke: The latest integration with QuickBooks Online [See press release] allows for LedgerDocs users to quickly enter transaction information directly from LedgerDocs into QuickBooks Online, the leader in small business accounting software. This is an important step in bridging the gap between document management and accounting application. Having access to the original document from your accounting app completes the loop. And it’s all done in the cloud.

Tweepler: Online document storage seems to have business applications beyond accounting. Is LedgerDocs focused mainly on accounting uses?

Wayne Zielke: LedgerDocs was created with bookkeepers and accountants in mind. After all, it was created for the sole purpose of creating a tool to help bookkeepers, accountants, and their clients to collaborate on important accounting information. Although the application can be used for a variety of industries and uses, focusing our design and development on this niche audience allows us to provide the best user experience possible.

Tweepler: It seems security would be a big issue for cloud-based storage of financial documents. How do you secure your client’s materials?

Wayne Zielke: Yes, we take security seriously, and uses the most up-to-date tools available to ensure user’s information remains safe. Not only do we provide 256-bit SSL encryption, we also perform daily backups of the information within LedgerDocs to multiple locations. As accountants and bookkeepers have multiple clients, the application is multi-user friendly and protects data so it’s only accessible by users who have been granted access.

Tweepler: What is next for LedgerDocs?

Wayne Zielke: We would like to be the champions in getting more and more accounting and bookkeeping firms using and embracing the cloud. There are huge strategic advantages to this. On the product side, we’re continuing to look at integrations and partnering with other apps to provide users with a streamlined and efficient workflow.