LedgerOS
Knowledge Hub
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Open LedgerOS
Knowledge Hub
Client portal
Client portal
For clients of an accounting firm — signing in, sending documents, signing, and paying.
Getting started
Getting into your portal
New
Set up your account from the invitation your accountant sent, and get back in later.
Sending things in
Sending documents to your accountant
New
Upload what has been asked for, and say so when something does not apply to you.
Signing
Signing a document
New
Sign online, verify your identity when required, or sign by hand instead.
Paying
Paying an invoice
New
Pay by card or bank transfer, set up autopay, and get your receipt.