Overview

This guide walks you through adding your first client to LedgerSync and deciding how much to involve them in the bank connection process.

Step 1: Add the Client

Click the Add Client button in the top left corner of LedgerSync.

Step 2: Fill in the Client Form

The form asks for the client's Name, Email and Username, which are required, and a Cell phone, which is optional. The most common question here is: should I enter the client's email and phone number? The answer depends on whether you have access to their bank.

• If you have the client's bank login credentials: You don't need to involve the client at all. Instead of the client's own email, use an internal address on your firm's email domain, named after the business. Leave the cell phone blank, leave SMS Invitation unticked, and under Invitation E-Mail options select Do not send invitation email. You will add the bank connection yourself in the next step.
• If you do NOT have the client's bank credentials: Enter the client's correct email address and cell phone number. The cell number is especially important: it's used to send the client a secure text message link to connect their bank and to fix broken connections in the future. To email the invitation, keep Send LedgerSync's invitation e-mail selected under Invitation E-Mail options (this is the default). To text the invitation, tick Send a text message to invite your client to Ledgersync under SMS Invitation, which is off by default. You can send the email, the text, or both. To send only a text, select Do not send invitation email and tick the text message box.

We strongly recommend letting your client know about LedgerSync before sending the invitation. Clients are much more likely to act on an invitation they're expecting.

Step 3: Add the Bank Connection

Once the client is created, you can either add the bank connection yourself or invite the client to do it. See How to Add a Bank Feed Connection in LedgerSync for the full walkthrough.

Related Articles

• Four Methods to Invite a Client to Add Banks
• Client Not Adding Their Bank Connections?
• How to Add a Bank Feed Connection in LedgerSync

Need Help?

Contact us at support@ledgersync.com.