LedgerOS
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Open LedgerOS
The complete LedgerOS course
52 walkthroughs · about 167 minutes
Outline
1
First steps
2
Your clients
Add your first client
Import your client list
The client center
3
The client portal
4
Documents
5
Requests & signatures
6
Organizers
7
Proposals & engagement
8
Getting paid
9
Communication
10
Calendar & scheduling
11
Work & your team
12
Compliance & tax tools
13
Workpapers & review
14
Settings & administration
Chapter 2 · Your clients
The client center
Walkthrough 3 of 3 · about 4 min
Previous
Import your client list
Continue
Set up your client portal
