MYLEDGERClient review & sharing
Review client changes
See exactly what the client changed and apply or dismiss each change.
The problem it solves
Accountants must control what client edits enter the books.
How it works
- Open the client's submission.
- Review the differences.
- Apply or dismiss each change.
What your practice gets
- Control over client edits.
- Clear differences.
- Nothing applied without you.
Questions accountants ask
Can I apply some changes and not others?
Yes.
Is the original kept?
Yes. You see the before and after.
Who applies changes?
You do.
Related features
Features that work alongside review client changes.
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.
VideoOlder 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.
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.
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.