Tax preparation, built into your firm's platform

Q: Is LucaLedger SOC 2 compliant?

LucaLedger is SOC 2 ready, controls and evidence are in place, with encryption in transit and at rest and row-level isolation.

By Jonathan Solomon, Founder of LucaLedger. Last updated June 2026.

The short answer LucaLedger prepares individual and pass-through entity returns, 1040 (including Schedule C), 1120-S, and 1065, across 46 states plus DC, with every major schedule and a diagnostics engine that traces each line back to its source document. Because the books and the return live in the same platform, the return populates from approved books instead of re-keyed data. E-filing inside LucaLedger arrives November 2026.

Built for accounting & tax firms · Every line traceable to source · SOC 2 ready

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How it works

The return isn't a separate silo, it's the end of one connected workflow. Approved bookkeeping feeds the financials; the financials and the client's documents feed the workpapers; the workpapers populate the return.

Tile-board workpapers. Every income and deduction area, W-2s, 1099s, K-1s, mortgage interest, rental, home office, asset purchases, basis, is a tile that pulls from the books and the client's uploaded documents.
Every major schedule. Schedules A/B/C/D/E/F/SE and Schedules 1/2/3, plus the deeper forms firms actually hit, 8995/8995-A (QBI), 6251 (AMT), 8959/8960, 8582 (passive activity), 1116 (foreign tax credit), 7203 (basis), and more.
Carryovers tracked for you, NOL (across all three statutory eras), §179, basis, at-risk, charitable, foreign tax credit, and §199A QBI.
46 states + DC, with conformity handled, bonus-depreciation decoupling, QBI add-backs, and SALT treatment applied per state.

"Where did this number come from?"

Every figure on the return links back to the transaction, document, or workpaper it came from. A diagnostics engine flags the rest, math issues, missing data, consistency problems, audit-risk positions, and pre-file validation, so review is about judgment, not hunting. It's audit-defensible by design.

How AI changes tax prep

AI does the assembly so you do the reviewing. Client documents are read and classified automatically (W-2, 1099-NEC/MISC/INT/DIV/B/R, K-1, 1098, 1095-A and more), the data flows into the right workpaper tiles, and the return populates from approved books. You're not re-keying, you're confirming. (See how the books get there in AI bookkeeping.)

What firms used before

Firms typically run a standalone tax engine, Drake, UltraTax, Lacerte, ProSeries, ProConnect, alongside a separate practice-management tool and QuickBooks, then reconcile between them. The practice-management platforms make this gap explicit: TaxDome, Karbon, and Canopy don't prepare returns themselves, they import finished returns from that separate engine (Canopy via a third-party pilot). LucaLedger prepares the return where the books already live.

(Head-to-head pages for the tax engines themselves publish around the November 2026 e-file launch, see all comparisons.)

Frequently asked questions

Which returns can LucaLedger prepare?

Individual 1040s (including Schedule C for sole proprietors), S-corporation 1120-S, and partnership 1065 returns, with every major schedule, across 46 states and DC.

Can LucaLedger e-file?

E-filing inside the platform arrives in November 2026. Until then, you prepare the return in LucaLedger and file through your existing e-file software.

Is every number traceable?

Yes. Each line links back to the source transaction, document, or workpaper, and a diagnostics engine flags issues before review.

Does the return pull from the books automatically?

Yes, approved bookkeeping and classified client documents populate the workpapers and the return, so you review rather than re-key.

Is LucaLedger SOC 2 compliant?

LucaLedger is SOC 2 ready, controls and evidence are in place, with encryption in transit and at rest and row-level isolation.

Schedule a demo