Switching between user profiles

Users may have access to various clients’ accounts within a single firm and can switch between them at any time.

Note

If you work with more than one firm, see how signing in works when you have accounts with multiple firms instead.

Switching profiles on the web

To switch accounts, hover over your name in the top right corner to open the account list, then click the account you want to access. You can switch between accounts as often as you like during your session.

Switching profiles on mobile

Tap the Profile icon at the top left, then tap the Switch account button at the bottom and choose the desired profile.

You can switch between client accounts as many times as you want during a session. When switching accounts, you can view the total number of notifications that require your attention, such as unread documents, messages, new organizers, invoices and more.

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