LedgerDocs
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Hi there! Welcome to LedgerDocs, where we’re excited to have you as part of our client family. In this quick video, I’ll show you how easy it is to share your documents with your accountant or bookkeeper using our platform. Let’s dive in! We’ll explore our mobile app, where you can use your phone’s camera to scan and upload documents. You can also email documents or use our user-friendly web uploader. Your data is secure with us, and sharing documents has never been this easy. Thank you for choosing LedgerDocs!

Check out our detailed guide on how to upload your documents to learn more: ledgerdocs.com/help-center/how-to-upload-documents-clients/

For anything else you can contact us at: support@ledgerdocs.com

Book a demo: ledgerdocs.com/demo/
Start your free trial today: app.ledgerdocs.com/index.php/auth/signup

Are you tired of chasing clients for missing documents and struggling to keep track of requests? Look no further! Introducing Document Request from LedgerDocs, designed to optimize your workflow and improve efficiency. With just a few clicks, you can effortlessly request specific documents from your clients, eliminating the need for endless back-and-forth emails and phone calls. LedgerDocs also allows you to schedule document requests, ensuring timely reminders and reducing the chance of missed deadlines. By automating and simplifying the document collection process, LedgerDocs empowers bookkeepers and accountants to focus on delivering exceptional services and ensuring accurate financial records for clients. Book a demo today to get started!

Book a demo: ledgerdocs.com/demo/

Start your Free Trial: app.ledgerdocs.com/index.php/auth/signup

In this video, we will be showing you how LedgerDocs can automatically fetch bank statements and transactions for you and your clients. LedgerDocs is a document management and client collaboration platform trusted by bookkeepers and accountants across North America. With LedgerDocs, you can store, organize, and share financial documents securely in the cloud, and integrate with popular accounting tools like QuickBooks Online, Xero, FreshBooks, and more. By using LedgerDocs bank fetching feature, you can automatically fetch bank statements and transactions for over 10,000 financial institutions in the United States and Canada.

Hi there! Welcome to LedgerDocs, where we’re excited to have you as part of our client family. In this quick video, I will guide you through the simple steps of accepting an invitation to LedgerDocs. I will show you how to create your account and take a quick tour of the platform. By the end of this video, you will have successfully accepted your invitation and started exploring the app. Thank you for choosing LedgerDocs!

Check out our detailed guide on how to upload your documents to learn more: ledgerdocs.com/help-center/how-to-upload-documents-clients/

For anything else you can contact us at: support@ledgerdocs.com