LedgerHQStart Here
10 articles
Create your LedgerHQ accountCreate a login, start firm setup, or recover access when you cannot sign in.Complete your firm setupName your firm, use the welcome introduction, and create or import your first company's books.Firm onboarding and sign-inCreate a named firm, open Companies, understand sign-in verification, and authorize an assistant.Set up client onboardingPublish your firm's signup journey, collect a signed Engagement Letter and payment, and receive business details and bookkeeping files.Manage client engagement billingManage onboarding subscriptions, link existing Stripe billing, and keep signed engagement agreements with the company.Manage companies in CRMFind company contacts, organize tags and groups, and follow engagement and onboarding history.Send and schedule CRM emailsChoose a company audience, preview a branded email, and send it now or on a schedule.Create your first companyAdd company books, enter the first owner, and choose the correct starting chart path.Create a company and add ownersCreate company books, choose the starting chart, and manage equal owner access through CRM.Company profile, account numbers, and fiscal yearSet a company's legal and financial profile, tidy imported account numbers, and understand fiscal-year protection. All collections