MYLEDGERClient review & sharing
Save reports to the client file
Save generated reports straight into the client's documents in FEDIX.
The problem it solves
Downloading and re-uploading reports to the client file is busywork.
How it works
- Generate the report.
- Save it to FEDIX.
- Find it in the client's documents.
What your practice gets
- Reports filed with the client.
- No downloads and uploads.
- One client file.
Questions accountants ask
Where is it saved?
In the client's documents in FEDIX.
Which reports?
Reports generated in MYLEDGER.
Can the client see it?
Visibility is controlled in FEDIX.
Related features
Features that work alongside save reports to the client file.
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.
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.
VideoClient 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.
VideoReview client changes
See exactly what the client changed and apply or dismiss each change.
Older review links keep working
Review links from earlier emails still take clients to the current review page.
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.