Share reports with clients
Client report sharing keeps the shared page simple and readable. It is meant for review and communication, not for exposing internal logs, secrets, or technical accounting implementation details.
How sharing works
- - A token-based share link can be created when sharing is enabled.
- - The client page shows only client-visible packet or report content.
- - Clients can approve the packet or request changes with a note.
Security and expiry
- - Links can expire or be revoked.
- - Internal comments are hidden from the client share page.
- - OAuth tokens, billing secrets, webhook secrets, and raw auth data are never included in shared content.
Related articles
Keep moving through setup with the next most relevant guides.
Prepare accountant review packets
Bundle close-period reports, notes, warnings, and client action items into a review packet that is ready to share.
Export reports safely
Export reports as CSV, JSON, or print HTML, with redaction and permission checks built into the workflow.
Security and privacy
Review token encryption, role-based access, audit logs, exports, rate limits, and webhook verification.
LedgerSync FAQ
Quick answers about setup order, sync preview, sandbox posting, billing mode, reviewer access, and operational safety.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.