How to add a new client


To add a new client, please login to your Ledgersync account and follow these steps: 


1) Select Client Management button


2) Select Add client on the left side


3) Client Name - this is how your client will show up in your client list.

4) Client Email - this can either be your client’s email, or can even be a BOGUS email so long as the format is format. It will be what you client uses to login.

5) Invitation email options - This will generate an email that is sent to your client (if you entered a working email address) and will allow them to set up a password, and gives them access to their own client portal of Ledgersync, that they can then use to add their bank accounts.




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