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MYLEDGERPractice settings, plans & AI credits

MYLEDGER welcome hub

A welcome hub and banner guide a new practice through the remaining setup.

The problem it solves

New practices do not know what setup is left.

How it works

  1. Open the welcome hub.
  2. See what setup remains.
  3. Complete each step.

What your practice gets

  • Guided setup.
  • Progress visible.
  • A smoother first week.

Watch it in the product

A short recording of myledger welcome hub in use.

Questions accountants ask

Is onboarding help included?

Yes. See the onboarding page.

Does the banner go away?

Once setup is complete.

Is there a tutorial?

Yes, see the getting around MyLedger tutorial.

Features that work alongside myledger welcome hub.

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.