Account and profile settings

A map of Firm settings opened from the user menu — Account, Connections, Security, Branding, Client onboarding, Automation, API and MCP, Staff, Audit log, and Billing.

Account

Open Firm settings from the user menu at the bottom-left of the app. Its sections are deep-linkable with ?section=<section> (for example /firm-settings?section=billing).

Full-screen Firm settings open to Account, with the settings navigation and profile fields

The Account tab holds your personal profile. Edit your Display name — the name teammates see — and select Save changes. Your email is shown but locked; the tab notes that you contact support to change your email address.

Below the profile, the Password section updates the password used for email sign-in. Enter your current password (required if your account already has one), then a new password and its confirmation, and select Update password.

Branding & Client Portal

Open Branding & Client Portal to find your firm's client login link. Select Copy link to share it or Open portal to view the login page. Each firm has a link automatically; clients use the email address your firm invited.

Upload Color logo and White logo in Logos and colors. A transparent PNG works well for the white version. Your existing logo stays as the color logo until you replace it.

Under Where your logo appears, each surface has a Color / White choice and a preview: client login and recovery, the client portal, invitation pages, emails, web reports, PDF reports, onboarding, engagement-letter PDFs, secure requests and uploads, bank connections, and the browser icon. Choices are independent. Select Save branding to apply them.

A color logo has a white backing. A white logo has a dark backing so it remains visible on light pages. If you select White before uploading that file, the preview explains that the color logo will be used until the white file is available. Removing a white logo preserves the choices and restores that fallback. Company invoice branding stays separate.

You can also copy the portal link beside the owner controls in a company's CRM > Client Portal tab. New users should accept their invitation first. Password recovery keeps them on your branded login pages. Secure request, document-upload, and bank-connection links continue to work without a login.

Below the branding controls, Client email address shows the address that requests to your companies come from. Those emails show your firm name as the sender. Change the part before the @ and select Save to use a different address. Replies go back to the request, and mail sent straight to the address is forwarded to your firm contact email.

Client Onboarding

The Client onboarding section configures the firm's prospect signup and books handoff. Set up as many as three service packages, publish the Engagement Letter, choose business questions and a client contact, select the Stripe account that receives payment, and open the private preview. Overview shows the firm's public signup link and whether each required part is ready. See Configure client onboarding for the full setup, preview, publishing, and client handoff workflow.

Automation

The Automation tab shows Tally usage and refills for firms on the LedgerHQ

Tally package, alongside your personal OpenAI connection.

LedgerHQ posts usable category guesses from 1% confidence; truly unknown rows wait for human input. There is no confidence setting here. Core companies use the AI auto-post switch in Bank Feeds. LedgerHQ + Tally companies use the per-company Tally AI switch in Companies instead. See Bank rules and auto-posting and Configuring Tally settings.

API And MCP

The API and MCP tab lists Authorized assistants and lets you connect or revoke OAuth assistants. It also contains a collapsed developer section for personal API keys. Because the two access paths have different credentials and permissions, use API keys and MCP access for the current setup steps.

Staff

The Staff section manages the people on your firm. Invite someone by email, choose their role, and review or change existing members. The roles are:

Firm Owner: the firm's owner, with access to the firm's books and every company.
Firm Admin: the firm's books and every company.
Staff Admin: every company, without access to the firm's books.
Staff Member: only the companies assigned to them, without access to the firm's books.

Staff Admins and Staff Members can do all the same work as admins on the companies they can reach, including working with Tally. Removing a member also revokes their personal connections.

LedgerHQ account dialog Advisors tab listing firm members with their roles and the invite control

Audit Log

The Audit log tab shows who changed what across your firm and its companies. Every firm member can read it, limited to the companies they can access. Nobody can edit or delete entries.

Billing

The Billing tab shows your firm's subscription, active company count, bank-account usage, and subscription status. It is covered in detail in Billing and trials — use that article for pricing, trials, and managing the subscription.

Connections

The Connections tab is for personal Tally connections to outside apps through named app cards and provider authorization. These connections belong to the firm member who added them and are available only in that member's Tally work. Agent and direct MCP access are managed on the API and MCP tab.

See Connect Tally to your apps.

Security

The Security tab manages active sessions and sign-in activity. Sign out everywhere (the Revoke all action) invalidates every active session and signs you out of all devices — after confirming, you will need to sign in again. Below it, Recent sign-ins lists your sessions, flagging any from a new IP address so unfamiliar activity stands out.

When LedgerHQ asks for an emailed sign-in code on an unfamiliar browser, a successful verification remembers that browser for 30 days. Reset verification and Sign out everywhere clear remembered-browser trust; an ordinary sign-out does not.

If you suspect your account has been accessed by someone else, use Sign out everywhere on the Security tab and then change your password on the Account tab. Signing out everywhere ends every active session, including the suspicious one.

Hover a sidebar module and use its unpin control to move it into Other Modules at the bottom. Hover Other Modules to find moved items, then pin one to bring it back. Vendors & 1099, Journal Entries, and Fixed Assets start there until you customize the sidebar.

This preference belongs to you across companies and devices; it does not change permissions. Tally, Companies, Getting Started, Client Summary, and Settings remain pinned. The business sidebar offers the same choice; the Tax-only sidebar is separate.

Finding The Right Tab

If you are not sure where a setting lives: personal identity and password are on Account; firm appearance and the client login link are on Branding & Client Portal; packages, the Engagement Letter, payment setup, and intake questions are on Client onboarding; Tally usage is on Automation; OAuth assistants and developer keys are on API and MCP; personal Tally app connections are on Connections; people and roles are on Staff; the record of changes is on Audit log; the subscription is on Billing; and sessions and sign-in safety are on Security. When another part of the app links you here, it uses /firm-settings?section=<section> to open the exact section you need.