MYLEDGERClient review & sharing
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.
The problem it solves
Reports need signatures, and tracking them across two systems is confusing.
How it works
- Send the report for signature.
- Track its status in MYLEDGER.
- Download the signed document.
What your practice gets
- Signatures collected online.
- Status visible in MYLEDGER.
- Documents shared with FEDIX.
Questions accountants ask
Which reports can be signed?
Reports such as financial statements and BAS summaries.
Where is signing handled?
Through FEDIX e-signature.
Can I see the status?
Yes.
Related features
Features that work alongside send reports for e-signature.
Management reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
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.
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.
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.