How can ClearLedger help?

Create or sign in to your ClearLedger account, then follow the QuickBooks connection steps in onboarding. QuickBooks authorization happens through Intuit. Current beta access connects one QuickBooks company to one ClearLedger workspace.

Analysis Readiness is a free first step that checks what recent QuickBooks data can support, including transaction coverage and report access. It shows limitations and keeps a history of completed scans; it does not make tax or financial decisions for you.

ClearLedger reads connected QuickBooks data for analysis. It does not write changes to your QuickBooks records.

CLEAR R&D is an invitation-only specialist workflow that organizes QuickBooks evidence and review context for potential Canadian SR&ED or U.S. R&D tax-credit opportunities. Results are estimates for review, not filing-ready calculations.

No. ClearLedger supports evidence-backed review but does not determine final eligibility, prepare a filing-ready claim, or replace a qualified tax professional.

CLEAR Trade is an invitation-only specialist workflow for reviewing trade and booking economics using available QuickBooks evidence. It does not change QuickBooks or make automatic cost allocations.

Your accountant or advisor can review information you share with them. Workspace access depends on the permissions currently available to your account; contact support if you need help with access.

CLEAR R&D and CLEAR Trade are currently available to selected customers by invitation. You can submit a request through the paid beta access form; public software pricing has not launched. Request paid beta access.

Email support@clearledgerhq.com with a short description of the issue. Do not email confidential financial data, passwords, or QuickBooks credentials.

No. ClearLedger CFO Advisory is a separate professional service, distinct from the software and its invitation-only beta access.