How to Switch Between Subaccounts in Karbon Client Account

This guide provides a straightforward process for switching between subaccounts in Karbon, ensuring users can efficiently manage multiple accounts. It highlights essential steps for logging in and accessing different entities, along with troubleshooting tips for missing accounts. By following this guide, users can streamline their workflow and enhance their experience within the platform. It's a valuable resource for anyone looking to optimize their account management in Karbon.

Ondrej Vesely
6 steps
30 seconds

Karbonhq

Scribe

Navigate to <https://clients.vesely.cpa>

Type in your email address and click **Continue**.

Type in your password and click **Continue**.

Enter the **six digit number** from your chosen authentication method (Authenticator app, Email, or SMS) and click **Continue**.

Success! You'll be taken to the home screen.

Switch Between Subaccounts

When you have multiple accounts, use the **dropdown triangle next to your name** to move to the other accounts you have access to.

**But... I don't see a triangle (or the other entity!)** You may have not clicked the activation link for that subaccount. Look for an email titled **Access Your Client Portal** with the **name of the entity in the email body**.\ \ Follow these steps to add the entity to your existing account:<https://scribehow.com/o/LRNxhR-iT7-CH8i_OMDgcQ/viewer/Adding_An_Entity_To_An_Existing_Portal_Account__VcUUc8YqRhOt9nzz3Qr8yg?back_to=/workspace%23dashboard>

Click on the **account name** you want to switch to.

Success! You'll be taken to the entity and you'll see the name of the entity in the name field at the top left of the page.

**Still stuck?** Email [admin@vesely.cpa](mailto:admin@vesely.cpa) for assistance!