Client upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
The problem it solves
Chasing client documents by email is slow.
How it works
- Create the upload invitation.
- Send the link or email to the client.
- Their uploads arrive for the client.
What your practice gets
- Clients upload without a login.
- Documents arrive where you work.
- Less chasing.
Questions accountants ask
Does the client need an account?
No.
Can I email the invitation?
Yes.
Where do uploads go?
To the client in MYLEDGER.
Related features
Features that work alongside client upload invitation.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoDocument request page
Clients upload requested supporting documents from a link.
Chase clients from the assistant
Ask the assistant to draft emails, request uploads and schedule BAS reminders.
Cross-source duplicate detection
Catch the same bank line arriving from two sources, such as a feed and a statement, and stop two imports from running at once.
Automatic document routing
Uploaded documents are classified and sent to the right extractor: bank statement, receipt or financial statement.
Fix unusual statement layouts
MYLEDGER analyses an uploaded sheet and restructures messy transaction data into a usable form.
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.