FAQs
Getting Started Your Essential Questions Answered
Explore the answers to common queries, and if you don’t find what you’re looking for, our support team is always ready to assist you.
What is LeafTally?
LeafTally is a cloud-based accounting platform for small to medium sized businesses and accounting firms and their clients. It combines payroll, tax, reporting, invoicing, bookkeeping, and more into one easy-to-use system.
Who is LeafTally designed for?
It’s built for accounting small to medium sized companies and accounting firms.
Can multiple users access the same account?
Yes. LeafTally allows multi-user access with customizable roles and permissions.
Is LeafTally cloud-based?
Yes, you can access LeafTally securely from any device with an internet connection. The benefit is accessibility from anywhere.
Does LeafTally handle payroll?
Yes. LeafTally automates employee payments, tax deductions, and payslip generation.
Can I generate financial reports?
Absolutely. You can view, customize, and download financial reports like income statements, balance sheets, and cash flow summaries to suit your business needs.
How does cashflow management work?
LeafTally tracks all money in and out, helping you manage liquidity and avoid shortfalls.
Can I create and send invoices?
Yes. LeafTally lets you build and send professional invoices with automatic reminders.
What about tracking business expenses?
You can log, categorize, and attach receipts to keep expenses organized.
Is budgeting and forecasting included?
Yes. You can create budgets and forecast future financial trends based on current data.
Can LeafTally help with tax planning?
Yes. The platform supports tax planning strategies to optimize liabilities and stay compliant.
Does it help with tax compliance?
Yes. LeafTally tracks deadlines, prepares reports, and helps you stay on top of tax requirements.
Does LeafTally support advisory services?
Yes. Firms can use reporting tools and analytics to offer valuable insights to clients.
Can it be white-labeled for my firm?
Yes. LeafTally can be branded to reflect your firm’s identity for a seamless client experience.
Is my data secure with LeafTally?
Yes. LeafTally uses enterprise-level encryption and access controls to keep your data safe.
