Why Firms Choose Our Dedicated Model

You have clients who are too small for QuickBooks, but too complex for a shoebox. We bridge that gap with infrastructure you control.

Profit from the 'Unprofitable'

Micro-clients often don't justify the cost of QBO. With our business pricing, you can bundle a professional ledger into your annual tax fee, turning low-margin returns into high-margin subscriptions.

Standardized,

Clean Data

No more deciphering broken Excel or Google Sheet formulas or sorting through physical receipts. Your clients get a fool-proof interface; you get a standardized CSV export that maps directly to your tax software.

Your Domain,

Your Data

Total data isolation. We deploy a dedicated server instance for your firm. Your clients log in to YOUR domain. No shared databases, no commingled data.

A Frictionless Workflow

How you'll manage your micro business clients moving forward.

01

Deploy

We spin up your dedicated server instance on a private subdomain.

02

Invite

Client request access and you approve their account creation.

03

Monitor

View activity in real-time. Spot issues before tax season.

04

Export

Export clean reports and ledgers ready for tax prep.

Enterprise Security Standard

Built on the Bubble.io dedicated framework (AWS). We adhere to the strict compliance standards required by financial institutions.

Verified

SOC 2 Type II

Our platform provider undergoes rigorous third-party audits to verify security, availability, and confidentiality controls.

TIER 1

AWS Infrastructure

Hosted on Amazon Web Services, leveraging ISO 27001 and PCI DSS Level 1 compliant physical data centers.

Military Grade

AES-256 Encryption

Data is encrypted at rest and in transit (TLS 1.2). Financial records are cryptographically secure.

99.99% Uptime

Disaster Recovery

Point-in-time recovery and automated backups ensure business continuity even in catastrophic events.

*ClientLedger runs on a Dedicated Bubble Cluster for Partner Isolation.