Overview

Some clients won’t add a bank connection unless the request comes directly from their accountant or bookkeeper. LedgerSync lets you copy bank connection and reconnection links and send them from your own firm’s email address — so the client sees a message from someone they trust.

Use Case 1 — Inviting a New Client to Add Their Bank

1. When adding a new client in LedgerSync, click Copy Invitation Email
2. LedgerSync saves the client record and copies the invitation text (with the secure bank connection link) to your clipboard
3. Paste the text into your firm’s email and customize as needed
4. Send from your email address — the message comes from your domain, not from ledgersync.com

Use Case 2 — Fixing a Broken Bank Connection

1. Navigate to the client’s Bank Summary page
2. Find the broken bank connection and click Generate Bank Fix URL
3. LedgerSync generates a secure reconnection link for that specific bank
4. Copy the link (along with the suggested email text if provided) and paste it into your firm’s email
5. Send to the client from your email address

Bank Fix URL Expiration: Bank Fix URLs are valid for 6 days from the time they are generated. After 6 days, the link expires and a new one must be generated. Do not send a link that was generated more than a few days ago.

Use Case 3 — Sending a Bank-Specific Invite from Your Email

1. Go to Client Actions > Communication Center
2. Select Reconnect and Add New Banks
3. Choose the client and the specific bank
4. Select the message template
5. Use the Copy option to copy the bank-specific link to your clipboard
6. Paste into your email and send from your firm’s address

Why Send from Your Email?

• Clients recognize your firm’s email address and are more likely to open and act on the message
• It avoids messages being marked as spam or deleted because they come from an unfamiliar sender
• You maintain your firm’s professional relationship and branding throughout the process

Need Help?

• Four Methods to Invite a Client to Add Banks
• Can I Edit Default Text Sent to the Client?