LedgerHQStart Here
10 articles
Create your LedgerHQ accountCreate a login, start firm setup, or recover access when you cannot sign in.Complete your firm setupFinish onboarding, save a payment method, and reach your Companies list.Firm onboarding and sign-inComplete the first-run onboarding wizard, understand the sign-in screens, and authorize an agent or API client to reach your firm.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 period lockSet a company's legal and financial profile, tidy imported account numbers, and lock closed periods against backdating. All collections