Practice console1 min read
Switch into a client's books in one click
Switching into a client tenant is a single click. There is no second login, no different password, no impersonation hack — your firm session is recognised.
01Switch in
- 1Open the Practice console.
- 2Find the client (use search if you have many).
- 3Click Open. You are now inside their books with your accountant role.
02Switch back
Click Back to firm in the top bar at any time. The session stays active for both contexts.
03Audit log
Every switch-in is recorded in the per-tenant audit log with your firm user, timestamp and IP. Clients can review it at any time — that is intentional, it is what builds trust.