MYLEDGERClient review & sharing
Document request page
Clients upload requested supporting documents from a link.
The problem it solves
Getting supporting documents from clients by email is slow.
How it works
- Request a document.
- The client opens the link and uploads.
- The document arrives for the client.
What your practice gets
- Supporting documents collected.
- No login.
- Linked to the request.
Questions accountants ask
Does the client need an account?
No.
Where does the document go?
To the client in MYLEDGER.
Can I request several documents?
Yes.
Related features
Features that work alongside document request page.
Client upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
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.
Feedback from MYLEDGER
Send feedback with attachments straight from MYLEDGER.
Client review links
Generate, email, list and revoke links so clients can review and answer questions about transactions.
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.
VideoSee 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.