Pre-selecting banks for the client
We now make it even easier for a client to connect a bank. How? If you know your clients needs to add Bank A,B,C to Ledgersync you can pre-select the bank for them and they will no longer need to search for the bank as you have pre-selected the banks for them.
Show me how does this work?
1 When adding a client specify the bank for them by selecting the banks form the drop down
2- Send a text, email or both
3 Client will get one unique email or text for each bank requested. In this example “three text/emails messages” (one per bank).
4 Client clicks on the email or text link and it launches the bank sign in form on their computer or phone browser. No more searching for banks,.
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