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 , ...

• 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 ...

• Ledgersync Advantages Over QBO

  Here are 7 good reasons to stick with Ledgersync even if you have Third Party Bank Access: 1- Security- I know your team has access to third party login but consider if someone leaves the firm they have access to all your client passwords- even with ...

• What is the best way to utilize SmartVault and Ledgersync together?

  Ledgersync & SmartVault Workflow Tips Benefits of the Integration: Automate the Fetching and Secure Storage of financial information Maintain a seamless workflow Control the flow and security of sensitive information Employees can view documents ...