Setup & Configuration

Switch Between Clients (For Accountants)

Effortlessly navigate between your clients' businesses in Docyt using the Accountant View feature.

  1. To access the Accountant View feature, simply click on your profile image located in the upper right corner.
  2. Click on 'Switch to Accountant View'.
  3. To easily switch between your clients' businesses in Docyt, you can either click on the 'Select Clients' drop-down menu located on the top left corner or use the search bar on the top right to search for your clients.