LedgerOS
Open LedgerOS
Knowledge HubClient portal

Client portal

For clients of an accounting firm — signing in, sending documents, signing, and paying.

Getting started

Getting into your portal
Set up your account from the invitation your accountant sent, and get back in later.

Sending things in

Sending documents to your accountant
Upload what has been asked for, and say so when something does not apply to you.

Signing

Signing a document
Sign online, verify your identity when required, or sign by hand instead.

Paying

Paying an invoice
Pay by card or bank transfer, set up autopay, and get your receipt.