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

Step 2: Fill in the Client Form

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 entering their email and phone, use an internal address like businessname@yourdomain.com (e.g., joepizza@taxfirm.com). Leave the phone number blank and select Do Not Send Invitation. 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 SMS link to connect their bank and to fix broken connections in the future. Select SMS, Email, or Both to send the invitation.

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 Adding 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?
• Adding a Bank Feed Connection in LedgerSync

Need Help?

Contact us at support@ledgersync.com.