MYLEDGERClient review & sharing
Client review links
Generate, email, list and revoke links so clients can review and answer questions about transactions.
The problem it solves
Emailing clients lists of unclear transactions and waiting for replies drags on.
How it works
- Choose the transactions to ask about.
- Generate a link and email it.
- Revoke the link when done.
What your practice gets
- Clients explain transactions themselves.
- Links you control.
- Less email back-and-forth.
Watch it in the product
A short recording of client review links in use.
Questions accountants ask
Can I revoke a link?
Yes.
Does the client need a login?
No. They verify their identity on the link.
Is there a tutorial?
Yes, see the share links tutorial.
Related features
Features that work alongside client review links.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoClient review page
Clients verify with their date of birth or a one-time code, edit transaction details and submit; you apply or dismiss their answers.
VideoReview client changes
See exactly what the client changed and apply or dismiss each change.
Older review links keep working
Review links from earlier emails still take clients to the current review page.
Document request page
Clients upload requested supporting documents from a link.
Send reports for e-signature
Send reports to FEDIX for e-signature and track their signing status, and view or download client documents from FEDIX.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.