The support team at LedgerDocs works with new users every day to help set-up their first clients, and to get the user feeling comfortable to begin the process of moving to the cloud.

One of the first tasks that a user should complete is to set up their first company. Below, you will find a video created by one of our friendly support members that will give you an idea of how to get started with LedgerDocs, and how to set up your first Company file.



 Think of a "Company" as a client. For example, if you are a bookkeeper that currently has 5 clients who are moving to the cloud, you would be able to create 5 Companies; one for each client!

Setting up your first client is always the hardest part, so keep in mind that we are here to help. Feel free to get in touch with our support team by filling out our contact-us form. You can also email us directly at support [at] ledgerdocs.com. We can give you a personal demo of the app, answer questions, or help set up your account with you.

We also have some great articles in our blog that gives advice and tips about using LedgerDocs. For example, take a look at one of our latest articles to learn more about "Introducing LedgerDocs Into Your Bookkeeping Firm"


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LedgerDocs is a small business tool for managing & filing accounting documents in the cloud.

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