Ledgersync Compliance Documents

• Related Articles

• Describe Ledgersync's Security?

  At Ledgersync, we prioritize security with robust measures to protect our clients' data. Here’s an overview of our security protocols: 1- User/Password Security: Ledgersync does not store user/password information when using the MasterCard API. The ...

• How To Sign Up To Ledgersync?

  OK... so you are ready to take the first step and test out Ledgersync! Awesome!! 1) Simply go to the Ledgersync.com web site and click on "Sign up" 2) Go through the form and enter in all the info. The system will not allow generic domains such as , ...

• Understanding Bank Connection Security and Token Requirements

  Overview When connecting bank accounts to LedgerSync, you may occasionally encounter security requirements such as token codes or multi-factor authentication (MFA). This article explains why these security measures exist and how LedgerSync works to ...

• Why the LedgerSync Desktop App Requires US-Based Users

  Overview The LedgerSync Desktop App has geographic restrictions that require users to be physically located in the United States when fetching check images and certain bank statements. This article explains why these restrictions exist and how the ...

• Ledgersync Document Storage Service

  Under the Tools menu link on the main page you’ll see an option for “Doc Storage” Doc Storage is basically an internal folder system identical to dropbox. Full disclosure the backend is Box.com- we use BOX.com API Every time a client is added to ...