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Tax & compliance

Your single source of truth for equity tax and compliance

Ledgy is your central hub for everything equity. Keep sensitive data accurate across teams and jurisdictions, and prepare for your next audit or reporting period. Error-free, easy to use and always up to date.

Stay compliant internationally

Go global with confidence

Ledgy is the modern European platform built for global teams. Track international awards with your choice of currencies in one place. Stay on top of equity and tax as your team moves across borders with global mobility reporting.

Make reporting a breeze

Access all the data you need, fast. Never miss a deadline with instantly generated share-based payments expensing compliant with IFRS 2, and accompanying disclosures and DTA reports. Configure reports based on your needs – rearrange columns and aggregate grouping to see your data, your way.

Enhance internal control

A modern, easy-to-use platform makes it easy to oversee every piece of equity data clearly so your share plans stay error-free. Collaborate securely across functions and delegate without compromising on confidentiality with custom role-based access levels.

Stay compliant internationally

Let’s schedule a demo to discuss how you can manage equity tax and compliance with Ledgy

Book a demo

Modern features for modern teams

ShareReporter integration

Understand the correct applicable tax rules for different jurisdictions and employees to estimate withholding taxes.

Custom role-based access control

Ensure data privacy and security with internal access management, letting you control who can access specific pieces of equity data.

Global mobility reporting

Track employees’ location history, monitor equity earned by team members in different locations, and generate instant reports with a single click.

UK compliance reports

Report to authorities easily with one-click downloads for ERS returns to HMRC.

Enterprise level security

Lock down your data with enterprise-level security, SAML SSO and 2FA. Ledgy is ISO 27001 Certified.

And much more

DocuSign integration
IFRS 2 expensing
International plan types
Multiple currency support

Why our customers love us

See video
Climeworks expands and automates their equity with Ledgy
"We were tasked with merging the plans from two different companies and different histories together on Ledgy, migrating 3000 stakeholders and ensuring accuracy and continuity for both companies. This migration process was super smooth and it was done in 45 days."
Rafael Rosell Taboada
Dott
View full case study
“Ledgy’s fully automated trading flow provides sellers with a modern, intuitive, and efficient experience. Its reliability streamlines our processes as brokers, while its flexibility allows us to adapt to each client’s unique needs, ensuring a smooth and stress-free trading experience. It’s revolutionary to see this level of automation delivering real value to users and we're honoured to play a part in this journey.”
Tom Giles
Deputy Head of Winterflood Corporate & Trustee Markets
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"We gave our complete history and cap table to Ledgy and they took it and shaped it into the platform within a couple of days. The implementation was done in under 3 weeks from the first call to being ready to launch."
Jason Mann
COO at Gearset
View full case study
"We basically had 4 different things we were looking at at the same time to manage our equity. Ledgy closed that all together in one space.”
Abbie Johnson
People Experience Manager at Yulife
View full case study
“Ledgy feels like an upgrade of the entire experience for the teams responsible for managing equity and hopefully for our employees as well.”
Bianca Stewart
Head of Legal at Motorway
View full case study
“As a private or public company, you need to limit the risks related to manual errors. Having a tool like Ledgy in place does exactly that. Ledgy helps to ensure that reporting deadlines are met, with very limited risk.”
Volker Adam
Senior Director of Finance at EGYM
View full case study

What else does Ledgy offer?

Equity Plan Automation

Streamline equity workflows and save your team valuable time.
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Valuations

Get accurate and audit-ready valuations from market-leading experts

Compliance

Stay error-free, get IPO-ready and go global with confidence.

Cap Table Management

Turn your cap table into a strategic asset – accurate and intuitive, every time.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

How will you use Ledgy?

Equity Plan Automation

Put your equity on auto pilot and spend time where it counts.

Valuations

Get accurate and audit-ready valuations from market-leading experts.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

Compliance

Stay error-free, get IPO-ready and prepare to go global. All while enjoying less admin and fewer errors.

Cap Table Management

Redefine your cap table with engaging visuals, next level accuracy and the ability to scale.

Find more great employee engagement content on Ledgy’s blog:

All
Scenario modelling: Explore the possibilities for your organisation’s equity
Employee engagement
12th November 2024
All
What is save as you earn (SAYE)? Employee 101
Employee engagement
28th June 2024
All
Why Are You Hearing So Much About Burn Rate and Runway Right Now?
Employee engagement
Updated 13th February 2024

Fast and easy migration with Ledgy experts at hand

We’re committed to providing the best experience for your team, from beginning to end. With our onboarding and product experts there every step of the way, you can trust that your data migration will go smoothly - improving your data accuracy and allowing you to get the most out of Ledgy from the start.

Migration on Ledgy’s Enterprise plan takes weeks, not months, with four main stages:

Benefits abstract pictogram of ledgy product

Set up

After signing, our team sets up your account and goes through your onboarding plan with you.

Data & document extraction:

Our team works off of your current solutions to extract the data and documents needed.

Import

Our team imports your data and documents to Ledgy, cross-checking details with you along the way.

Data validation

Once the data migration is finalised, you get to go through and validate our team’s work to ensure data is correct and meets your expectations.

Let us show you more

Let’s schedule a demo to discuss your needs and show you how Ledgy solves them