Creating your SmartLedger account

You need a SmartLedger account before you can add your company. Signing up takes a couple of minutes: you verify your work email with a one-time code, then set your name and password.

Sign up

1. Open the SmartLedger sign-in page and click Sign Up next to "Don't have an account yet?".

2. Under How do you want to sign up?, choose Sign up as Company.

   If you run a CA firm or accounting practice that manages books for clients, choose Sign up for CA Practice App instead.

3. Enter your Work email and click Send verification code.

4. On Check your inbox, type the 6-digit code from the email.

   The code is valid for 10 minutes and is checked as soon as you enter the sixth digit. No email? Wait for the timer to run out and click Resend code. Typed the wrong address? Click Change address.

5. On Set up your account, enter your Full name, your Phone number (optional) and a Password, then type the password again in Confirm password.

   The password needs at least 8 characters and three of these: an uppercase letter, a lowercase letter, a number, a symbol. A meter under the field shows Weak — keep going, Good or Strong as you type.

6. Tick the box to accept the Terms and Privacy Policy.

7. Click Create account & continue.

You go straight on to adding your company. See Setting up your first company.

Sign in

The sign-in page offers two ways in:

• Password — enter your Email address and Password, then click Sign In.
• One-time code — click Sign In with Email OTP, enter your Email and click Send Code. Type the 6-digit code from the email. It signs you in by itself, or click Verify & Sign In.

After signing in you land on the dashboard of your default company. If you belong to several companies and none is set as the default, you pick one on the Select Company page first.

Reset a forgotten password

1. On the sign-in page, click Forgot password?.
2. Enter your Email address and click Send Reset Link.
3. Open the link in the email. It's valid for 30 minutes.
4. Enter a New password of at least 8 characters and repeat it in Confirm password.
5. Click Reset Password.

You're signed in straight away. If the page says Reset link invalid, click Request a new link and start again.

Tips

• Stopped partway through sign-up? Click Sign Up again and use the same email. Once you've entered the new code, SmartLedger takes you back to the step you left.
• Only one SmartLedger account can be signed in per browser. To use a different account, sign out of the other one first.
• If a colleague invited you, use the link in the invitation email rather than signing up on your own. See Inviting team members.

Related articles

• Setting up your first company
• Switching between companies and adding another company