Your first ten minutes

A walking tour of the LedgerOS workspace

Dashboard

Clients

Kestrel Manufacturing

Start timer

New

Welcome back, Dana

Brightwater CPA

Finish setting up your firm — you're almost there

3 of 4

Add your firm address

Appears on invoices, letterhead, and mailed notices.

Connect your emailOptional

Send from your own address and get replies back in LedgerOS.

Invite your teamOptional

Working solo? Skip this one.

Done: Create your firm · Import your clients · Review your pipeline

Customize

Q3 estimate — review before mailing

Kestrel Manufacturing LLC · In progress

2d overdue

1120-S extension

Northline Dental PC · Waiting on client

Today

Reconcile trust ledger

Alvarez Family Trust · Not started

Aug 19

Not started

In progress

Waiting

Review

Form 941 — Q2

Kestrel Manufacturing LLC

3d overdue

Form 1120-S

Northline Dental PC

Sep 15

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