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iOS
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August 2024
How Accounting Firms Can Ensure They Land on the Chosen Profile Page After Logging In
- To access your Docyt account, log in.
- Click on the gear icon located in the user menu and choose 'Settings'.
- On the profile page that appears in 'Docyt Settings', you can choose either 'Accounting Firm' or 'Business' from the available options in the 'Default Profile' section.
- Choosing the 'Accounting firm' option will grant you access to the dashboard displaying all the companies currently being managed by that accounting firm when you log in to Docyt next.