CRM KitsAccounting & bookkeeping firms
Every close. Every deadline.
A bookkeeping firm runs on two rhythms at once. The monthly close repeats for every client, twelve times a year. Tax season arrives all at once and is scored by documents received and filing dates. Ledgerline puts the first on a ruled board and the second in its own queue, so a practice manager can see which client months are still open and which filings are waiting on paper.
One row per client, one column per month.
Every cell is a recorded monthly close: a solid green cell with its closed date, a ring for a month in progress, a small amber swatch for a month in review, a dashed cell where nothing is recorded yet, and red where a recorded due date has passed. A year selector switches between the years the practice has recorded.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Twelve month close board with a recorded close in every cell and a year selector
- Close checklist editor opened from any board cell
- Engagement ledger with a recorded detail pane, tax season queue and weekly deadline list
- Document request checklists and practice insights drawn from recorded workspace data
- Paper white, graphite and green Ledgerline application frame with full CRM tools
four pipelines
- Client onboarding · 8 stages
- Monthly close · 7 stages
- Tax season · 7 stages
- Cleanup projects · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Onboarding document request task
- Software access note
- Month-end reminder task
- Reconciliation review task
- Financials sent note
- Tax organizer request task
- Missing documents follow-up
- Extension review task
- Year-end planning note
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore ten fictional client engagements with recorded monthly closes across the year, close checklists, document request lists, filing types and recorded due dates. Example edits stay in the current page’s memory and reset on navigation or reload; sample engagements are never inserted into your CRM.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set company name, descriptor, and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original engagement helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps stable monthly close and document request IDs, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
One engagement is a native contact-linked opportunity with a recorded engagement type, entity type label, fiscal year end month, preparer and software labels, a monthly fee reference, a filing type and a recorded tax due date. Monthly closes and document requests are stable-ID child records. Unrelated custom fields are preserved and stale record versions are rejected.
This is not accounting software. It holds no chart of accounts, ledger, journal entries or transactions. It reads no bank or card feed and runs no reconciliation engine; the five checklist flags are boxes a person ticks. It prepares no return, calculates no tax and files nothing. It collects no signature and stores no file: the Documents view is a request checklist of names and flags. It does no billing, invoicing, payment collection or time tracking, and the monthly fee reference is separate from opportunity value. Deadlines lists dates people entered and makes no compliance guarantee. Two active closes cannot share the same month, a close recorded as closed always carries a closed date, and child rows are archived rather than dropped.
Four optional pipeline templates and nine inactive workflow drafts. Ten fictional in-memory client engagements with recorded monthly closes.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Ledgerline keeps its workspace navigation across the original bookkeeping views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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