Ledgible Tax Information Reporting Administration

Using the Files Tab

• Finding Uploaded Files using the File Management Tab

Using the Team Members Tab

• Removing a Team Member from your Account
• Resending or Canceling an Invite Email to a Team Member
• Adding a Team Member

Using the Clients Tab

• Finding and Viewing a Client

Account and Settings

• View Logs on your Account
• View your Billing History
• Enabling 2 Factor Authentication
• Changing your Account Timezone
• Changing your Account Name
• Changing a Password from Settings

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