Switching Profiles
If you’re connected to more than one client record — for example, your personal return and a business you own — each appears as a separate profile in the portal.
Choosing a profile
Section titled “Choosing a profile”After signing in, you’ll see a Select Profile screen listing every client record you have access to. Pick one to enter that profile’s portal. Each profile has its own:
- Dashboard
- Services and deadlines
- Documents
- Invoices
- Conversations
Information never leaks between profiles.
Switching later
Section titled “Switching later”Use the profile menu in the top bar to jump to another profile without signing out.
Don’t see a profile you expect?
Section titled “Don’t see a profile you expect?”Access is granted by your accounting firm. If a household member, business, or trust is missing, reach out to your accounting team so it can be added.