Before You Roll Out LedgerSync

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While not required, our experience has shown there are a few steps Accountants should take before rolling Ledger Sync out to a set of clients.

Below is a link to a "Welcome" Email we recommend you send to your clients before you add them as a New User with Ledger Sync. This will notify your client that they should be expecting the "Welcome to LedgerSync" Email containing initial Log In Instructions along with their Temporary Password.

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