Document manager, trial balance, journal entries, reports, consolidations, tax exports, and year-end rollforwards. Built for accounting firms, stored locally. No browser tab. No subscription lag. No client data sitting on a vendor's cloud.
Each engagement is a single binder — a self-contained file that holds the trial balance, journal entries, documents, and reports for that client and period, with nothing split across folders or systems.
A complete toolkit for managing your tax engagements from start to finish.
Organize reports, source documents, and linked files directly alongside the trial balance.
Easily post and track adjusting, reclassifying, and tax journal entries.
Generate clean, print-ready trial balance and journal entry reports tailored to your specifications.
Seamlessly close out the year. Account groupings and tax mappings automatically carry over to the new period without requiring manual setup.
Consolidate linked entities into a single engagement and generate combined reports with ease.
LocalTB is a traditional desktop application, not another web-based tool running in a browser. There are no mandatory cloud syncs and no waiting on page loads. Every engagement is saved as a standard file, giving you total control over your client data.
Keep binders securely on your local machine, or host them on your firm's own internal server. The choice is yours. Designed to play nicely with modern virtual desktop environments, built-in safeguards ensure your work stays protected without getting in your way.
A typical engagement moves through four steps inside a single binder.
Bring in a trial balance from your tax software with a guided column-mapping wizard.
Post journal entries and group accounts.
Build a report, annotate it, and print or export a clean workpaper.
Close the year and roll straight into next period's binder.
LocalTB is licensed per user, with per-seat pricing that steps down as your firm adds more licenses, plus further volume discounts for larger teams. Tell us how many users you need and we'll send over a quote.
Tell us about your firm and an engineer will reply directly with pricing and trial access.
Email contact@localtrialbalance.com