Finance & Insurance ● Live demo available

Ledgerline: Accounting & Tax

A precise, trustworthy theme for accounting and tax-preparation firms — built around services landing pages and consultation-request lead capture.

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Finance & Insurance

Ledgerline: Accounting & Tax website template preview

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Wired in, not bolted on

Ledgerline: Accounting & Tax isn't just a page. It's connected.

The moment you publish, the theme is already talking to the rest of your Cornerspot account.

Forms → CRM

Forms auto-integrated with your CRM

The consultation request and new-client onboarding forms drop leads straight into the firm's CRM, tagged by need (individual tax return, small-business bookkeeping, payroll, IRS notice, advisory) so the front desk can route each client to the right CPA and confirm.

Portal

Member portal, auto-connected

Clients log into a branded Client Portal to upload W-2s, 1099s, and receipts, e-sign engagement letters and Form 8879 e-file authorizations, review their return, pay invoices, and message their accountant securely.

Review documents & files
E-sign requests sent by your team
Manage subscriptions & pay invoices
Submit support tickets
Complete forms your team requests

Configurable in builder

Knowledge-base side panel

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — answer the repetitive questions about tax deadlines, document checklists, refund status, and bookkeeping pricing before they become a phone call.

Pre-configured

Live chat on every page

A configured chat widget ships on the theme from day one. Logged-in portal clients are matched to their CRM record automatically, and after-hours questions during filing season convert to email follow-ups so no engagement slips away.

What's inside