Requested feature - to be able to toggle between accounts without the need to sign out and back in again. If you could click on your account name on the top right and be offered the option to switch to your other accounts, that would save a time.
Hello @HannahsQuickfile
If you have multiple accounts you may find the below useful.
We have a dedicated platform for Accountants and Bookkeepers called Affinity. This is a single dashboard where you can group together all your client profiles, track key filing dates and setup your own branding and logo on their accounts.
We have a more general guide on Affinity here:
https://support.quickfile.co.uk/t/quickfile-affinity-overview/8828
We also have an Affinity pricing calculator here:
https://www.quickfile.co.uk/home/affinitypricing
Billing for all accounts is calculated daily and collected monthly (via Direct Debit). You only pay to the exact day each account is connected and there are no other monthly fees or long term commitments. Furthermore all new accounts are preloaded with a free £10 credit.
I’ve included a few other Affinity related resources here that cover some of the extended features.
White Labelling:
https://support.quickfile.co.uk/t/white-labelling/8830
Affinity Workspace (for collaborating with clients):
https://support.quickfile.co.uk/t/affinity-workspace/8825
Restricting access to Affinity users (i.e. letting them see only certain companies)
https://support.quickfile.co.uk/t/restricting-access-in-affinity/9307
Billing explained:
https://support.quickfile.co.uk/t/billing-explained/8826
If there’s anything I have missed or you have any other queries, please do not hesitate to get in touch.
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Thanks for that but I just have my own two companies and just want to toggle between the two.
If they’re two different QuickFile accounts for different companies then they should be on different URLs https://<something>.quickfile.co.uk and there should be no issue having them both open side by side in different browser tabs?