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MYLEDGERPractice settings, plans & AI credits

Practice data separation

Every request is checked against the signed-in user's practice and client access, so one practice never sees another's data.

The problem it solves

Practices must be certain their client data is isolated from other practices.

How it works

  1. Sign in.
  2. Each request is checked against your practice and client access.
  3. You see only your practice's clients.

What your practice gets

  • Isolation between practices.
  • Client-level access checks.
  • Applies to connected services too.

Questions accountants ask

Can another practice see my clients?

No. Access is checked on every request.

Where is data stored?

Core data is stored at rest in Australia.

Does this apply to the AI assistant?

Yes. It works within your access.

Features that work alongside practice data separation.

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.