FAQ
How to Update Your Firm Name or Primary Owner in LedgerSync
How to Update Your Firm Name or Primary Owner in LedgerSync Overview If you need to change your firm name or update the primary account owner in LedgerSync, this is handled by our support team as a backend operation. How to Request a Change Send an ...
When to Submit a Support Ticket
Purpose This article outlines the scenarios that require submitting a support ticket to the LedgerSync Support Team, as well as situations where a ticket may not be necessary. It also outlines the required information to include when submitting a ...
Ledgersync Compliance Documents
Attached is a list of compliance documents and proof of insurance. Please hover over the document and download. Any questions please let maurice.berdugo@ledgersync.com know.