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MYLEDGERBackground upkeep

Temporary file clean-up

Temporary uploads and generated report PDFs are cleaned up regularly, reducing stored client information.

The problem it solves

Leftover temporary files hold client information longer than needed.

How it works

  1. Files are uploaded and reports generated.
  2. Temporary copies are swept regularly.
  3. Only what is needed is kept.

What your practice gets

  • Less stored personal information.
  • Tidy storage.
  • Automatic.

Questions accountants ask

Are my source documents deleted?

No. Only temporary copies are cleaned up.

How often?

Regularly.

Do I need to do anything?

No.

Features that work alongside temporary file clean-up.

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.