Melio makes it simple to move between client accounts or return to your firm's account.
Follow these steps to view and manage different client accounts:
1 - Sign in to your firm’s Melio account.
2 - Select the black arrow next to the account name at the top left.
3 - Select the desired company from the drop-down list.
When you need to return to your firm’s Melio account, do the same actions and select your firm from the drop-down list.
Note: An alternative way to access your client account is through the Accountants dashboard.
Follow these steps to do it:
1 - Select Home from the left sidebar.
2 - Find the desired client in the Clients section.
3 - Select a three-dot icon next to the chosen client.
4 - Select Go to client account.
That’s it. With these simple steps, you can easily switch between client accounts or return to your firm’s dashboard anytime.