How to add a new client

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

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1) Select Client Management button

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2) Select Add client on the left side

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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 yourclient@thisisbogus.com 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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