LeuBooks Knowledge Base & Support Center
Search articles, video tutorials, and step-by-step guides for CPA firm team members.
Getting Started Guide
- → Account setup
- → Inviting team members
- → Creating first client profile
Banking & Integrations
- → Connecting Plaid feeds
- → Troubleshooting bank sync
- → Manual CSV statement import
Invoicing & Client Portals
- → Custom client branding
- → Setting up Stripe payments
- → Automatic email reminders