client help

Questions, uploads, and portal access.

Use this page for LedgerFlow access, monthly document uploads, accounting requests, or questions about what to send.

common questions

LedgerFlow client help.

What should I upload?

Upload the documents Deck & Ledger requested, such as statements, receipts, invoices, payroll records, HST documents, tax slips, prior returns, or CRA letters.

What file types work?

PDFs, images, spreadsheets, downloaded statements, and common business documents work best.

Do I need to rename files?

No. LedgerFlow adds your business name, document type, and period to uploaded files.

Why can’t I access the portal?

The portal is invite-only. Use the email Deck & Ledger approved for access.

Where do uploaded files go?

Files enter Deck & Ledger’s protected document process for the month or filing period.

Can I become a new client?

Yes. Send a quote request with the type of help you need and whether the books are current or behind.