Notifications

A walking tour of the LedgerOS workspace
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Notifications

Choose how LedgerOS reaches you for each kind of event. These settings are personal to you.

Event In-app Email
Tasks
Assigned to me
Subtask assigned to me
Review note assigned to me
My task due tomorrow / overdue
Status changed on a task I own
Mentioned me in a task note
Clients & reminders
Client uploaded / responded
Client completed a to-doitems you assigned to a client in their portal
Reminder schedule exhausted
Groups
Group package ready to contact
Organizers
Client submitted an organizer
Compliance
Deadline approaching (30/7/1 days)
Deadline overdue
Proposals
Proposal acceptedreplaces the signature notification for proposals
Proposal declinedbefore the engagement letter — after it, this is a signature decline
Signatures & payments
Signature completed / declined
Payment received / gate unlocked
Digest
Daily morning digestsent 7:00 AM firm time —
Changes save automatically. In-app alerts for tasks assigned to you are always on.

In-app

Everything with In-app ticked lands on the bell.

4 Four unread, from this morning
Notifications
Sarah Mitchell uploaded December bank statements Kestrel Manufacturing LLC · 22 minutes ago
Marcus Reed mentioned you on 2025 1120-S preparation Kestrel Manufacturing LLC · 1 hour ago
Proposal accepted — Harbor Point Realty LLC Yesterday, 4:12 PM
Deadline approaching — Form 941 Q3 Northline Dental PC · 2 days ago
from LedgerOS · to dana@brightwatercpa.com · 7:00 AM
Your day at Brightwater CPA
Due today
Tie out fixed assets — Kestrel Manufacturing1
Review notes to partner — Northline Dental1
Waiting on clients
Documents outstanding6
Signatures outstanding2
Compliance
Deadlines within 7 days3
T-SET-02 · Aug 2026