To invite a client, go to Client Actions > Client List, click Invite on the client's row, and choose By Email or By SMS. The client gets a link that signs them in to their own Client Account.

What a Client Account Can Do

Client Invite Links allow a customer, accounting firm, or company to invite their clients into the LedgerSync application under a Client Account.

A Client Account has limited access to LedgerSync. Once connected, a client can:

• add bank connections, and
• restore existing bank connections

Clients cannot access administrative features or other customer-level settings.

How to Send a Client Invite Link

1. Log into the LedgerSync application.
2. Select Client Actions.
   
3. Click Client List.
   
4. Locate the client you wish to invite.
5. On the right side of the client's row, click the blue Invite link.
   
6. A drop-down menu appears. Choose how to send the invitation:
   • By Email
   • By SMS
   
7. Confirm when LedgerSync asks if you want to send it.

A text message goes to the phone number saved for the client, so make sure one is on file before choosing By SMS.

Invitation Link Details and Expiration

• An invitation link to the LedgerSync sign-in page works for 6 days (144 hours) after it is sent.
• If the client opens it later, the sign-in page shows the message Token expired!
• If needed, you can send a new invite at any time from the same Invite link.

Sending a Client Reminder

If the client has not added a bank yet, you can have LedgerSync remind them automatically:

1. Go to Client Actions > Client List.
2. Find the client. In the Bank Connections column, click Remind Client. This link shows only for clients with no bank connections.
   

Once the reminder is on, LedgerSync sends the client a reminder about every 3 days to add their bank. Each reminder is an email with a new sign-in link, plus a text message when the client has a phone number on file and accepts texts. Reminders go out on LedgerSync's regular schedule, so the first one can take up to 3 days to arrive.

Reminders stop on their own once the client has a bank connection through MasterCard, MX or Statements & Checks. To stop them sooner, click Turn Reminder Off in the same column.

Important Notes

• A Client LedgerSync Account does NOT require account verification from the LedgerSync Customer Support team.
• Client accounts are intentionally limited to protect sensitive financial data and maintain platform security.

Need Help?

If you have questions please contact LedgerSync Support at support@ledgersync.com, and our team will be happy to assist.