Account and profile settings

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).

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.

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 for firms on the LedgerHQ + Tally package. Tally is fully managed by LedgerHQ, so there is no provider account, model picker, or AI key to configure here.

LedgerHQ uses a fixed 60% confidence floor for AI category auto-posting, so 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 an advisor by email and set their role, and review or change existing members. Roles are Firm owner, Firm admin, and Advisor. Removing an advisor also revokes their personal connections.

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.

Automation

The Automation tab shows Tally usage and refills alongside your personal OpenAI connection for Tally.

Connections

The Connections tab is for personal Tally connections to outside apps through Zapier or Composio. 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 apps with Zapier or Composio.

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.

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 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.