How to invite your client to the portal
Invite a person from your client's company to LedgerOnCue Client Portal and follow their status.
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HELP CENTER
Learn LedgerOnCue in short videos
Each video shows one task, step by step, with voice and subtitles. Choose your portal and how you use it.
LedgerOnCue Firm Portal
For tax professionals: clients, invoices, quotes and the client portal.
How to ask your client to sign a document
Share a PDF in the client portal and ask for their approval with an electronic signature.
0:40How to create an invoice
Create an invoice in your client company's name, review the PDF and issue it.
1:02How to create a quote
Quote services from the catalog, choose how they are billed and send the quote for the customer to sign online.
0:52How to upload and process bank statements
Upload your client's statements and LedgerOnCue extracts and categorizes the transactions.
0:50How to review and approve categories
Review the categorized transactions, fix any that need it and post them.
0:59How to connect your client's bank
Send your client a secure link to connect their bank through Stripe and import its transactions.
0:41How to view the financial reports
Open the profit and loss, the balance sheet and the cash flow, and export them.
0:59How to prepare a TaxPro Letter
Prepare the letter for your client's tax preparer, with your signature and letterhead.
0:43How to prepare sales tax
Import the sales, resolve what needs your decision and prepare the return draft.
0:54How to request W-9s and prepare 1099s
Find the vendors who need a 1099, request their W-9 and review the amounts.
0:52How to add your team and their permissions
Invite colleagues with the right role and review who has access.
0:50How to set up MFA and your firm's brand
Review your account security and put your firm's name and logo on the client portal.
0:40LedgerOnCue Client Portal
For your firm's clients: activate your account, send documents and sign.
How to activate your client account
Accept your firm's invitation, create your password, set up MFA and open your portal.
1:32Your client portal in two minutes
Get to know the sections of your portal and send a message to your firm.
0:59How to send your bank statements
Answer your firm's request and upload your statements as PDF, CSV or Excel.
0:41How to sign a document
Review the document your firm sent you, accept the consent and sign it with your name.
0:50How to answer your firm's messages and requests
Read what your firm asks for, reply and attach what it needs.
0:39How to connect your bank
Connect your bank account securely so your firm receives your transactions.
0:36How to send your contractors' W-9s
Save a W-9 you already have or request it from the contractor with a secure link.
0:44How to invoice your customers from your portal
Create invoices and quotes for your own customers and get paid online.
0:38How to recover your password or MFA
Reset your password with a secure link, or recover your account if you lost your authenticator app.
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