One platform for the whole firm
The short answer
LucaLedger keeps the books, prepares the returns, runs tax strategy, and gives clients a white-label portal,
with practice management around it, and two-way QuickBooks sync so you can keep clients where they are.
- AI bookkeeping, Books that keep themselves, AI categorizes and reconciles, ranking by confidence so you approve in batches, with humans on the exceptions.
- Tax preparation, Prepare 1040, 1120, 1120-S, and 1065 across 46 states + DC, in the same platform that keeps the books.
- Tax strategy, Authority-grounded, IRC-cited tax planning on your clients' live numbers.
- Practice management, Tasks, workflows, and roles, around work the platform actually does.
- Client portal, A white-label portal wired into the work, uploads route straight into the books and the return.
- QuickBooks sync, Two-way QuickBooks sync, keep clients where they are, or replace it.