MYLEDGERClient review & sharing
Feedback from MYLEDGER
Send feedback with attachments straight from MYLEDGER.
The problem it solves
Reporting a problem should be quick.
How it works
- Open feedback.
- Describe the issue and attach files.
- Send it to the Fedix team.
What your practice gets
- Quick reporting.
- Attachments supported.
- Reaches the team.
Questions accountants ask
Can I attach screenshots?
Yes.
Who receives it?
The Fedix team.
Will I hear back?
The team follows up where needed.
Related features
Features that work alongside feedback 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.
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.