MYLEDGERClient review & sharing
Older review links keep working
Review links from earlier emails still take clients to the current review page.
The problem it solves
Clients often open old emails, and broken links create confusion.
How it works
- A client opens an older link.
- They are redirected to the current page.
- They complete the review.
What your practice gets
- No broken links.
- Less client confusion.
- Nothing to do.
Questions accountants ask
Do old links still work?
Yes, they redirect.
Do I need to resend?
No.
Are revoked links redirected?
Revoked links stay revoked.
Related features
Features that work alongside older review links keep working.
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.
VideoDocument 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.
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.
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.