GoSeedly Accounting & Bookkeeping Kit
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.
YOUR LEDGERLINE CLOSE BOARD
01 — CLOSE BOARD
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / Close boardEvery 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.
02 / Close checklistSelecting a cell opens that client and that month: the recorded status, the recorded due date and closed date, and five recorded checklist flags for bank reconciliation, credit cards, payroll entries, sales tax and financials sent. They are boxes a person ticks. Nothing reads a bank feed or posts an entry.
03 / EngagementsOne native opportunity is one client engagement. The ledger carries the engagement type, entity type label, fiscal year end month, preparer label, recorded software label, monthly fee reference and recorded close counts, with a detail pane for the selected engagement below it.
04 / Tax seasonEngagements grouped by the filing type someone recorded, each with its preparer label, recorded due date and the count of document requests marked received. The kit prepares no return, calculates nothing and files nothing.
05 / DeadlinesEvery recorded close due date and recorded filing date across every engagement, grouped by the week it falls in. A close due date that has passed while the close is not recorded as closed is marked overdue. These are dates people entered, not a regulatory calendar.
06 / Document requestsA recorded request checklist per engagement: the name of each item and whether someone marked it received, with the date they recorded. This view holds no files. Nothing is uploaded, stored or transmitted by the kit.
07 / Practice insightsRecorded closes by status for the selected year, engagements by recorded type, the count of engagements with a recorded filing type, overdue recorded due dates, the on-time close ratio and the document-received ratio. Every number comes from an entered record.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
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.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
THE KIT, UNPACKED
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.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit company name, descriptor, and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
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.
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.
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.
DEVLAUNCH ALL ACCESS
DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
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.
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.
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.
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.
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.
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.
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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