Account Verification: How to Get Your LedgerSync Account Approved
Purpose
The purpose of Account Verification is to confirm a customer’s identity and the legitimacy of their business, enhance platform security, prevent fraud, and ensure the account is accessed only by the intended user or authorized company.
LedgerSync is a closed platform designed to protect and secure sensitive financial data. Account verification helps ensure that only approved, legitimate users are granted access to client and banking information.
When Account Verification Is Required
When logging into the LedgerSync application, you may see a message stating:
“Your account is pending approval.”
This means your account must be verified by the LedgerSync Support team before full access can be granted.
How to Request Account Verification
Step 1: Email LedgerSync Support
Send an email to:
Email Subject:
Account Verification Request – [Your Company Name]
OR
Additional Support Options
In addition to email, customers may also reach out through the LedgerSync in-app chat for assistance with Account Verification.
Open the LedgerSync application
Click the chat/support icon
Chat support is available Monday through Friday, 9:00 AM – 5:00 PM EST
If our Customer Support team is assisting other users and unable to complete the verification during the chat, we will toggle over your request into a support ticket or email and follow up with you to schedule a verification call.
A member of our Customer Support team will guide you through the next steps and ensure your account verification is completed as quickly as possible.
Step 2: Include the Required Information
In the body of your email or in the LedgerSync chat, please include all of the following details:
Your LedgerSync username
Your full name
Your company name
The name of the person requesting the verification call
Your time zone
Multiple date and time options when you are available to receive a call from our Customer Support team
Providing multiple availability windows helps us schedule your verification as quickly as possible.
Step 3: Wait for LedgerSync Support to Contact You
Account verification calls may take up to two (2) business days to be scheduled.
Please provide availability across those two business days.
If your request is urgent, clearly state this in your email subject or message, and we will do our best to prioritize your request.
Important Notes
Account verification is completed by phone call only.
Due to the sensitive nature of the information required, verification cannot be completed via email.Please ensure you are available during the time slots you provide, as missed calls may delay approval.
Related Articles
Account Verification: How to Get Your LedgerSync Account Approved
Purpose The purpose of Account Verification is to confirm a customer’s identity and the legitimacy of their business, enhance platform security, prevent fraud, and ensure the account is accessed only by the intended user or authorized company. ...How To Sign Up To Ledgersync?
OK... so you are ready to take the first step and test out Ledgersync! Awesome!! 1) Simply go to the Ledgersync.com web site and click on "Sign up" 2) Go through the form and enter in all the info. The system will not allow generic domains such as , ...Can Admin share their personal Ledgersync "client" account with employees?
Every Ledgersync Administrator has a free internal/personal account. Can this Ledgersync client account be shared with other employees? Essentially when an administrator signs up to Ledgersync you get a free administrator Ledgersync account that only ...I Have Been Locked Out of My Account – How Do I Regain Access?
Purpose: LedgerSync accounts may occasionally become locked due to security protections or login issues. This guide explains why your account may be locked and provides step-by-step instructions to quickly restore access. Following these steps will ...Ledgersync Compliance Documents
Attached is a list of compliance documents and proof of insurance. Please hover over the document and download. Any questions please let maurice.berdugo@ledgersync.com know.