Sending Bank URL directly from YOUR Email
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
- When adding a new client in LedgerSync, click Copy Invitation Email
- LedgerSync saves the client record and copies the invitation text (with the secure bank connection link) to your clipboard
- Paste the text into your firm’s email and customize as needed
- Send from your email address — the message comes from your domain, not from ledgersync.com
Use Case 2 — Fixing a Broken Bank Connection
For any broken bank connection:
- Navigate to the client’s Bank Summary page
- Find the broken bank connection and click Generate Bank Fix URL
- LedgerSync generates a secure reconnection link for that specific bank
- Copy the link (along with the suggested email text if provided) and paste it into your firm’s email
- 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
If you want to invite a client to connect a specific bank (rather than a general invitation):
- Go to Client Actions > Communication Center
- Select Reconnect and Add New Banks
- Choose the client and the specific bank
- Select the message template
- Use the Copy option to copy the bank-specific link to your clipboard
- 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?
Contact LedgerSync Support at support@ledgersync.com
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