Four Methods To Inviting a Client To Add Banks Via Ledgersync

Four Methods To Inviting a Client To Add Banks Via Ledgersync

Asking clients to connect to a new app especially when it comes to banking data can be a bit tricky. 
As such @ Ledgersync we are coming up with technology and best practices to make it easier for your practice to add clients to Ledgersync. 

There are four ways to add a client to Ledgersync

Via Ledgersync  Communication:
1- Email invitation to client from Ledgersync's system
2- Text Invitation to client from Ledgersync systems





Via Accountant Communication:
3-  Copy Email invite from Ledgersync with URL and paste to your email
4-  Copy  URL from Ledgersync and text client from your business phone

By clicking on the Copy Invitation Email  Ledgersync will copy the invite with the link to add banks to your local computer clipboard and then  you can paste the the email invite text and link to your email, edit as you see fit and send it from your email. 

If you want to use text messaging you can copy just the URL from your computer and send via any desktop text messaging app.


Side feature... 
Fixing A  Broken Bank Using Accountant Email Domain:

In addition if you want your client to fix a bank and the only way they will do this is via an email from you, there is an option to Generate Bank Fix URL  and send the link directly via your email . The link will take your client directly to the  Bank where they will be prompted to fix the broken bank connection. 




Coming soon...
White Labeled Mobile App  where clients can add and fix bank with your company logo displayed


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