Knowledge HubGetting started

Getting started

From empty account to first client onboarded, in order.

First hour

The order to set LedgerOS up in, and roughly how long each step takes.

Set up your firmNew

Firm details, timezone, fiscal year, and the two terminology settings that touch every screen.

Invite your teamNew

Add staff, choose roles, and understand what each role can actually reach.

Before you invite clients

Set up your client portalNew

Brand the portal and put it on your own address, before you invite anyone to it.

Run your first real jobNew

Take one live client all the way through before you build templates for everything.