Prepare accountant review packets
Review packets turn internal reporting into a cleaner, client-friendly format by combining key sections while keeping internal notes and sensitive details separate.
What goes into a packet
- - Executive summary and close checklist.
- - Payout and settlement reporting.
- - Fees, refunds, taxes, inventory, and profitability sections when relevant.
- - Client-visible notes, questions, and follow-up items.
Visibility rules
- - Internal comments stay internal.
- - Client-visible notes can be included in shared packet sections.
- - Sensitive metadata is redacted before client-facing rendering or export.
Related articles
Keep moving through setup with the next most relevant guides.
Run a month-end close in LedgerSync
Use the close workspace to review completeness, resolve blockers, generate reports, and track sign-off for a client period.
Generate financial reports
Build executive summaries, sales reports, payout reports, inventory summaries, and month-end packets from LedgerSync data.
Share reports with clients
Create token-based client share links for approved packet content and collect approvals or change requests without exposing internal app data.
Export reports safely
Export reports as CSV, JSON, or print HTML, with redaction and permission checks built into the workflow.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.