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KINGSBRIDGELLC

LedgerLine · by Kingsbridge

The front desk your firm can trust with a telephone

LedgerLine answers your firm's calls the way a careful receptionist would — appointments booked, messages taken, routine questions answered from your approved information. It never gives tax advice, never asks for a Social Security number, and never collects documents. Ever.

Get the free 2-week missed-call audit

Plans

Priced like a utility, not a hire

$499 setup on every plan. Annual agreements. A loaded receptionist costs about $4,000 a month — the After-Hours plan is about 4% of that.

After-Hours

$149 /month

  • Nights, weekends & holidays covered
  • Booking, rescheduling, messages
  • Answers from your firm's approved info only
Most popular

Full Front Desk

$299 /month

  • Everything in After-Hours, around the clock
  • New-client intake in your script
  • Urgent calls routed to you immediately

Tax Season Surge

$549 /month

  • Maximum volume for January–April
  • Or add surge coverage to any plan for +$250/mo
  • Status-question deflection ("where's my refund?" → your process, your words)

Website chat is included in every plan. Add-on: review requests & reputation +$49/mo.

Compliance is the product

Built for the rules your firm already lives under

FTC Safeguards & Pub 4557

Tax practices must maintain a written information security plan. LedgerLine is designed to keep client data out of the conversation entirely — the surest safeguard is information never collected.

IRC §7216 discipline

Your agent works from a knowledge base of public firm information: hours, services, directions, scheduling. Taxpayer information is neither requested nor repeated.

Honest by design

LedgerLine identifies itself as an AI assistant on every call, answers only what it's been given, and escalates everything else to your team.

Start with the free auditHear how it answers