LedgerDocs Help Center

Welcome to the LedgerDocs Help Center! We have organized our Help Center into different categories that will save you time in finding exactly what you need. Getting Started, Document Management, and Integrations are the three most popular areas of interest.

Whether you’re using our software as a bookkeeper or an accountant, or you are a client looking for help uploading your documents, our Help Center has the answers you need to succeed. Browse our articles, watch our video tutorials, or reach out to our support team for personalized assistance!

Accountants / Bookkeepers

I am neither an accountant / bookkeeper or a client.
Where should I go?

If you are the main account holder for a company or multiple companies, continue as an Accountant / Bookkeeper
If someone else is the admin of your company and you received an invitation to join, continue as a Client