01
Earlier scope conversations
Identify likely cleanup, complexity and decisions before expectations are set too firmly.
For accounting practices
Give clients a more informed migration pathway.
Ledrix is designed to complement the practice-management, tax and workpaper systems your team already relies on — never to replace them.
The aim is simple: fewer migrations that go sideways, and better information when advising a client through a system change.
Party
Practice
Keeps the client relationship, advises on scope and reviews findings.
Party
Client business
Owns decisions about history, cleanup and the timing of the change.
Shared workspace
Ledrix migration workspace
Holds the assessment, decisions, run record and validation evidence in one place.
One shared view of tasks, decisions and issues — so the practice and the client are working from the same information rather than reconstructing it from email.
What usually goes wrong
A migration often becomes a practice problem before it becomes a technical problem
By the time the data movement is discussed, the harder issues are already sitting with the practice: condition, ownership, scope and the client conversation.
The client file is rarely as clean as assumed
Duplicate contacts, stale open items, unreconciled control accounts and inconsistent tax treatment tend to appear once the work begins — after the timeline has been agreed.
Responsibility for cleanup is often unclear
The practice assumes the client will tidy the file; the client assumes it is part of the engagement. The work still has to happen, usually at the least convenient point.
Scope expands after hidden issues emerge
A fixed fee set before the data condition is understood turns into an uncomfortable conversation rather than an evidenced variation.
Clients need guidance on decisions they do not know exist
How much history moves, how accounts and tax codes map, where opening balances come from — these are business decisions that need a professional to frame them.
Staff need to see what is waiting on whom
Time is lost chasing items that were never assigned. What sits with the client, the practice and the migration team should be visible without another status email.
Final review and sign-off need to be clear
Someone signs off that the numbers are right. That review is easier when the exceptions, comparisons and approvals are recorded in one place.
Shared visibility
Three roles, one view of the same migration
01
Client business
Provides context, decisions and source access
02
Accounting practice
Helps interpret records, resolve issues and guide the client
03
Ledrix migration workflow
Makes tasks, risks, ownership, exceptions and evidence easier to track
Ledrix is designed to give the client, practice and migration team a clearer shared view — while keeping the practice’s advisory role and client relationship central.
Where Ledrix is designed to help
Designed to support better client conversations
02
Clearer client actions
Help distinguish what is waiting on the client from what is being handled by the practice or migration team.
03
Less invisible rework
Make data issues and required decisions easier to surface and track.
04
More structured review
Support review of migration outcomes, exceptions and approval evidence.
05
A future practice-intelligence pathway
Ledrix Pro is a planned capability for repeatable data-health and readiness insight across a client base.
Planned capability
Explore Ledrix ProLedrix Pro: a practice intelligence direction
Beyond individual migrations, we are exploring a practice-intelligence layer: repeatable data-health assessments, readiness reports and clearer issue reporting your team can put in front of a client.
Want to shape how this works for practices?
We are speaking with practices about how migrations are scoped, reviewed and signed off today — and shaping the workflow around what we hear.