CRM KitsTax preparers
Every document in. Every return out.
A document intake grid for tax season. Ledgerday puts one row per return engagement, a document column set for that return type, a received-of-required count and a deadline countdown in front of the work that still needs a document.
See every missing document at once.
One row per return engagement, grouped by recorded status. Each document column is filled when received, hollow while still requested and struck through when marked not applicable.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Document intake grid with per-return-type column sets
- Returns ledger operating view
- Missing documents operating view
- Deadlines operating view with extension handling
- Review queue operating view
- Filed and follow-up operating view
- Insights operating view with actionable filters
- Three native form drafts and three editable document templates
- Editable per-return checklists and preserved document row history
four pipelines
- Tax return engagements · 7 stages
- New client onboarding · 7 stages
- Extensions and late filings · 6 stages
- Business return engagements · 6 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Engagement start
- Document request
- Ready to prepare
- Review assignment
- Signature request
- Filed note
- Next-year organizer
- Missing document follow-up
- Extension reminder
Inactive until you review and publish them. None send customer messages.
Forms and documents
- New client tax intake
- Document checklist request
- Engagement feedback
- Missing documents request sheet
- Return review checklist
- Filing summary cover sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 14 fictional return engagements with 96 recorded documents, two recorded extensions and three returns inside the deadline risk window. Sample edits stay in memory and reset on navigation or reload.
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 practice 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 backend helpers are required for connected record creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, enforce the document and deadline rules, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked opportunity is one return engagement for one client and one tax year. It holds the client label, return type, preparer and reviewer labels, status, filing deadline, extension, e-file acknowledgement, next-year organizer, an optional fee reference, document rows and an editable return checklist.
The grid records that a document arrived; it does not store the document. Taxpayer identification numbers are refused in every field, and no included form asks for one. The kit does not calculate tax, give advice, prepare or check a tax form, file anything, connect to a tax authority, collect a signature, take a payment or message a client.
Four optional pipeline templates and nine inactive workflow drafts. 14 fictional in-memory return engagements.
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?
Ledgerday keeps one black masthead across the kit views and the native CRM tools in the same signed-in account. 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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