What it creates
Choose the records included in the packet and write known cleanup notes so the builder can produce a copyable handoff cover sheet.
Export prep
Advisor handoff packet builder
Create a clearer cover sheet before sending files to an advisor.
Use this builder before sending reports, receipts, invoices, customer records, project context, or workspace exports to an advisor.
At a glance
Advisor handoff works better when included records, known gaps, and owner context are written down before files are shared.
When to use it
Use it before emailing reports, sharing a folder, or inviting a bookkeeper, CPA, enrolled agent, or tax preparer into the process.
What to do next
Attach the cover sheet to the shared files, then keep receipts, invoices, tax payments, and exports organized in LedgerLumen.
Free tools
Use the tool that matches today's record problem.
Export prep
Advisor handoff packet builder
Use this builder before sending reports, receipts, invoices, customer records, project context, or workspace exports to an advisor.
- Choose the records included in the handoff
- List known cleanup gaps before your advisor finds them
- Copy a clean cover sheet for email or a shared folder
Trust and fit
Built for the owner who still has to answer the money questions.
- Runs in the browser for this no-login tool
- Supports clearer advisor communication
- Does not replace professional advice or secure document sharing
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