MYLEDGERClient review & sharing
Client 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.
The problem it solves
Clients avoid portals with passwords.
How it works
- The client opens the link and verifies.
- They answer questions and edit details.
- They submit, and you review.
What your practice gets
- No login for clients.
- Identity checked.
- You decide what is applied.
Watch it in the product
A short recording of client review page in use.
Questions accountants ask
How do clients verify?
With their date of birth or a one-time code.
Do client edits change the books directly?
No. You review and apply them.
Can clients use a phone?
Yes.
Related features
Features that work alongside client review page.
Client review links
Generate, email, list and revoke links so clients can review and answer questions about transactions.
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.
Save reports to the client file
Save generated reports straight into the client's documents in 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.