Ledger IQ
Verified Oct 15, 2026 ActiveMaps client trial balances to tax return line items and exports straight into tax software.
Listed on EffectHub ·
Pricing
- Pricing model
- 100% Free
Free during early access through September 15, 2026; paid pricing has not been published ahead of a planned 2027 launch.
Use tool ↗About Ledger IQ
Ledger IQ is built for accountants preparing business tax returns. You upload a client's trial balance, the tool suggests which tax return line each account maps to, and you review and adjust those mappings before posting journal entries and exporting an import-ready file for Lacerte, UltraTax CS, or Drake Tax. It covers partnership and corporate forms 1065, 1120, and 1120S, aiming to replace the manual Excel workpaper process many firms still use. The company, based in the United States, is running the product as a free early-access program through mid-September 2026; anyone who imports at least one return before then locks in a founding-user discount once paid plans launch in 2027.
- Platforms
- Web
- API
- Not confirmed
- Last verified
- Oct 15, 2026
Verified sources
- Describes the trial-balance mapping workflow, supported forms, and tax-software exportsledgeriq.ai ↗
- Confirms free early access through September 15, 2026 and US-based operation on AWSledgeriq.ai ↗
Is Ledger IQ legit?
We don’t label tools safe or unsafe. Below are the records we checked ourselves, each with the date we read it.
- Domain registered
- Apr 25, 2024 (2 years ago)Registry record (RDAP), registrar Cloudflare, Inc, looked up Sep 21, 2026
- TLS certificate
- Issued by Google Trust Services, valid until Dec 9, 2026Seen in our own connection to the site on Oct 15, 2026
- Last checked
- Oct 15, 2026The site answered
- Operated by
- Ledger IQ, United StatesOur research, card verified Sep 1, 2026
Pros & cons of Ledger IQ
A narrow but genuinely useful tool if a firm already fights with manual trial-balance-to-tax-line mapping every season, and the free early-access period removes the cost risk of trying it. The catch is that pricing after 2027 is unknown, and it only exports to three tax platforms so far.
Pros
- Automates a specific, tedious step (trial balance to tax line mapping) rather than trying to replace the whole tax workflow
- Exports directly into three major professional tax platforms
- Currently free during early access, with no card required to try it
Cons
- Post-2027 pricing hasn't been published, so early adopters don't know the long-term cost
- Only three tax-software exports and three form types are supported today; CCH Axcess and ProSystem fx are still listed as coming soon
Best for
- Small and mid-size tax firms doing manual trial-balance workpapers
- Firms using Lacerte, UltraTax CS, or Drake Tax specifically
Not for
- Firms on CCH Axcess or ProSystem fx today
- Anyone needing individual (1040) return support
Watch out: Paid pricing after the 2027 launch is not yet published, so the free period is a bet on favorable pricing later.
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