Your Mental Health Matters: Join us on January 12, 2024 for a free and impactful virtual seminar adressing the unique struggles of financial professionals with TEDx speaker Dr. Shahana Alibhai.

Brand New Help Center is Now Live!

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We are excited to launch the new and improved version of our Help Center.

It’s designed to provide fast and easy access to all the information you need to get started and make the most out of LedgerDocs.

The information is organized so you have everything accessible at your fingertips and at your own pace.

Over time, we realized that account owners, accountants and bookkeepers all have different needs and habits when they use LedgerDocs compared to invited users.

Therefore, our support articles are now separated into 2 categories:

Accountants / Bookkeepers Help Center is the place for LedgerDocs account owners. This category includes everything you can do in LedgerDocs, from basic features such as uploading documents to more advanced ones such as managing clients and replicating a company folder structure.

Clients Help Center on the other hand is more limited in scope since it only covers features that invited users have access to. Having this separation means that you won’t waste your time sifting through articles only to realize the article you have found does not even apply to you.

Brand New Help Center is Now Live!

Visit Our Help Center Now

As always, we are looking forward to hearing your feedback so we can find new ways to improve your experience. Check it out here and let us know what you think about our articles by clicking the emoji (there’s one at the bottom of each article).

LedgerDocs offers Document Management software to Accountants & Bookkeepers to share, store, and manage their important accounting documents in the cloud.

About the Author

Ozzie T

About the Author

Ozzie T

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