Collect the period, earnings, deductions, tax settings, expenses, recipient data, and YTD basis from client-controlled records.
For bookkeepers & accounting professionals
Repeat client records, clear review controls.
Use LeoFolio as a focused document layer when you or your client already controls the source facts. Reuse stable profile details locally, select the right record, inspect the calculation scope, and keep client responsibility explicit.
Reusable local profilesSource-backed reviewPer-document pricing
A practical document layer for recurring client work.
LeoFolio is not a practice-management system, accounting ledger, or payroll processor. It is a focused workflow for creating records from information you or your client supply.
Repeatable workflow
Reduce repetition without hiding responsibility.
Each engagement should begin with the client’s own source records and end with an intentional review. LeoFolio helps with the structured steps between them.
Store company and worker profile fields locally in Workspace when the same browser is used for recurring work.
Use Smart Match, a document pack, or a specific generator according to purpose—not merely appearance.
Confirm inputs, calculation boundaries, and the finished preview, then retain the supporting source information with the client file.
Local-first means local: current Workspace profiles are stored in the browser. They are not a shared cloud client database, do not sync automatically between devices, and do not provide role-based access or an audit log for a multi-user firm.
For professional review
Inspect the basis, not just the PDF.
Bookkeepers and accounting professionals need clearer evidence than a polished template alone. LeoFolio exposes the research and calculation boundaries that support review.
Research methodology
See the hierarchy for official sources, effective-date controls, calculation pipeline, fail-closed safeguards, update process, and limits on what the platform can establish.
Verification status
Distinguish automated testing, public-source evidence, controlled templates, release integrity, and independent validation instead of treating them as interchangeable assurances.
50-state database
Review required statement fields, delivery notes, retention summaries, official citations, and visible review dates for all 50 states plus Washington, DC.
Focused calculators
Check overtime, weighted overtime, shift differentials, retro pay, final pay, YTD caps, annualized income, and time-card rounding before selecting a document.
Change and correction trail
Review material engine changes and the public process for reporting and correcting source, content, or calculation issues.
Data handling and security
Understand browser-local profiles, temporary generation data, payment processing boundaries, and the published security posture before using client information.
Engagement boundaries
Keep the client’s responsibilities visible.
A professional workflow should make clear which facts came from the client, which calculations the platform performed, and which obligations remain outside the platform.
Facts remain client-supplied
LeoFolio does not independently confirm identity, employment, worker classification, hours, wages, deductions, elections, YTD history, or the truth of any entered value. Compare every record with the client’s source information.
Recipient copies are not filings
W-2, 1099-NEC, and 1099-MISC tools create recipient-copy documentation. They do not transmit forms to the IRS, Social Security Administration, state agencies, or recipients.
Payment and remittance stay elsewhere
LeoFolio does not run payroll, move funds, initiate direct deposit, remit taxes, administer benefits, or determine whether a worker is legally classified correctly.
Right tool, right job
Where LeoFolio fits in a professional stack.
| Need | LeoFolio | Practice or payroll platform |
|---|---|---|
| On-demand income and payroll documents | Yes—individual records and guided packs | May be part of a broader workflow |
| Transparent research and calculation limits | Public methodology, verification, sources, and changelog | Varies by provider |
| Reusable client details | Browser-local profiles on the current device | Cloud database, permissions, and team access |
| Ledger, reconciliation, or tax return preparation | No | Accounting or tax software |
| Payroll runs, deposits, filings, and remittance | No | Full-service payroll software |
| Firm-wide audit trail and client portal | No | Practice-management platform |
Before client use
Common professional questions.
Can multiple staff members share Workspace profiles?
Not through the current Workspace. Profiles are browser-local and do not provide cloud synchronization, role permissions, or a firm-wide audit history.
Does LeoFolio independently verify client documents?
No. It checks parts of its own research, calculation, template, and release process. It does not authenticate client identity, employment, income, or source records.
Can LeoFolio file W-2 or 1099 forms?
No. The tools create recipient-copy documentation and do not replace required filing, correction, delivery, or retention procedures.
What should remain in the client file?
Retain the underlying payroll, time, expense, tax-election, payment, filing, and approval records appropriate to the engagement. A generated PDF should not be the only support for the facts it displays.
Supporting a small business directly?
The small-business path explains which workflows fit LeoFolio, when a full payroll platform is the better choice, and how to keep supporting records organized.