Firm onboarding and sign-in
Create a named firm, open Companies, understand sign-in verification, and authorize an assistant.
Create Your Account And Sign In
For the short procedures, use Create your LedgerHQ account and Complete your firm setup.
New users start at Create your account. Enter your personal name, firm name, email, and a password of at least eight characters. Firm name is separate from your personal profile. After sign-in, open Companies and the welcome introduction. Invitation signup follows the existing firm's acceptance flow.
Returning users land on Welcome back and sign in with the same email and password, or the same social provider. If your firm restricts new accounts, sign-up may be invitation-only or limited to specific email domains, and the sign-up screen says so.
Password sign-in on an unfamiliar browser requires the six-digit email code LedgerHQ sends after the password is accepted. The code expires after 10 minutes. A successful check remembers that browser for 30 days. Use the newest message after selecting Resend code; earlier codes no longer work.
Password reset and Sign out everywhere invalidate remembered browsers. Signing out of the current session leaves the browser remembered. Mobile, passkey, authenticator, API-key, and OAuth assistant sign-ins do not use this web email-code step.
If you forget your password, select Forgot password? on the sign-in screen, enter your email, and choose Send reset link. LedgerHQ emails a link that expires in one hour. Opening it brings you to Choose a new password, where you enter and confirm a new password and are returned to sign-in. For your protection, the confirmation message is the same whether or not an account exists for that address, so a wrong email will not reveal who has an account.
The Welcome And First Company
The former five-step onboarding wizard is retired; /onboarding redirects
to Companies. New firms see a welcome introduction with Add your first
company and Explore LedgerHQ. A signed-in person without a firm is asked
to name the firm before it is created.
Company setup is separate from creating the firm. Choose the destination, source books, and cutoff before importing or posting. See Complete your firm setup and Create a company and add owners.
Manage profile, billing, and team access in Firm settings.
Authorize An Agent Or API Client
LedgerHQ can be connected to an outside agent or API client — for example, a desktop AI tool that works your books through the API. When such a client asks to connect, LedgerHQ shows the Connect LedgerHQ authorize screen. It names the requesting client and asks you to grant it access to your LedgerHQ account.
The screen lists exactly what the connection will be able to do, which for the supported accounting surface includes:
- seeing the businesses and books available to your LedgerHQ account;
- reading and managing your chart of accounts;
- reading Plaid-connected bank activity;
- reclassifying, reconciling, and excluding bank transactions;
- generating financial report packets.
The connection automatically uses the LedgerHQ account tied to your login and reaches the companies your firm manages. Select Authorize to grant access or Deny to refuse. The connection uses OAuth 2.1 with PKCE.
Only authorize clients you recognize and intend to use. Authorizing grants the listed access to the accounting data available to your login. If you did not start a connection, choose Deny.
Tax only users who later create a firm
If you first joined LedgerHQ through a Tax only company invitation, you already have a login. Choose Create company on the Companies page to set up your own paid firm workspace with the same login. Your Tax only companies stay available and read-only under the Tax only tab. The firm workspace is included on Pro; active managed companies drive billing.