The credential vault

A walking tour of the LedgerOS workspace
settings/credentials
Clients
Search clients, engagements…⌘K
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Client logins

Stored encrypted. Only teammates with reveal permission can see secrets.

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Search logins… All categories
Payroll & filing portals3
CT Dept. of Revenue — myconneCT kestrel.payroll@brightwatercpa.com · rotated Feb 2026 ActiveTOTP •••••••••••• Reveal
IRS e-Services dana@brightwatercpa.com · rotated Jan 2026 Active •••••••••••• Reveal
Banking2 Elevated access
Kestrel operating account — First Hartford kestrel-ops · rotated Jun 2026 ActiveElevated •••••••••••• Reveal

Client logins

Stored encrypted. Only teammates with reveal permission can see secrets.

Payroll & filing portals3
CT Dept. of Revenue — myconneCT kestrel.payroll@brightwatercpa.com Hv7!qm2$Lz9pR Hides in 14s
One-time code From the authenticator paired with this login 418 902 21s
Access history
Revealed Dana Whitfield · CT Dept. of Revenue Aug 13, 10:22 AM
Copied Dana Whitfield · password Aug 13, 10:22 AM
Reveal denied Tom Lasseter · Kestrel operating account Aug 12, 4:51 PM
Rotated Marcus Reed · IRS e-Services Jan 8, 9:14 AM

Elevated access required

Revealing banking and financial logins needs the elevated-credentials permission, which your role doesn't have. This attempt has been recorded.

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Rotate password
Rotating replaces the stored password and resets the rotation clock.
New password••••••••••••
Note (optional)Changed after the March staff move
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Credential categories

Group logins, and set which groups need elevated permission to reveal.

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Payroll & filing portals StandardElevated
Software & subscriptions StandardElevated
Banking StandardElevated
Investment & brokerage StandardElevated
T-SET-05 · Aug 2026