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MYLEDGERPractice settings, plans & AI credits

Plan-based access

Features are available according to your practice's plan.

The problem it solves

Access needs to match the plan the practice has chosen.

How it works

  1. Choose a plan.
  2. Included features are available.
  3. Others are clearly marked.

What your practice gets

  • Access matches your plan.
  • Clear messages.
  • Upgrade when ready.

Questions accountants ask

What happens if I try a locked feature?

You see a message explaining it is not in your plan.

Can I change plans?

Yes.

Where are plans listed?

On the pricing page.

Features that work alongside plan-based access.

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.