To sign up, create your firm's account with a company email address, then enter your payment details. LedgerSync then creates your account and signs you in. Your 30-day free trial starts on the day you sign up. The LedgerSync team also verifies each new firm, and you can add bank connections once your account is verified.
On the LedgerSync sign-in page, under Not registered?, click Create an Account. This opens the Accountant Registration form.
Fill in all required fields: first name, last name, email, cell phone, office phone, company name, password and confirm password.
Your password must be at least 10 characters long and include an uppercase letter, a lowercase letter, a number and a special character.
Note: LedgerSync requires a company domain email address. Generic email providers such as Gmail, Yahoo, or Outlook are not accepted. If your firm uses one of these, contact us and we will work out a solution.
Next you are taken to the payment page. Your account is only activated once you enter a credit card.
You have a 30-day free trial from the date of signup.
After you complete payment, the page shows "Please wait while we are creating a Ledgersync account for you". LedgerSync then signs you in and shows "User has been successfully created!".
If you completed payment in a different browser, you are taken to the sign-in page instead. Sign in with the email and password you chose.
After signup, the LedgerSync team will verify your account. Until your account is verified, the Add Bank Connection button stays disabled, and pointing at it shows "Account is pending approval". Once your account is verified, you can add bank connections for your clients.
We recommend booking a call with our team so you get set up the right way from day one. You can pick a time at https://ledgersync.com/book-a-demo.
Contact us at support@ledgersync.com.