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How can bookkeepers manage multiple Brex accounts?

Note:Pro access–a single sign-in for multiple accounts–is currently only available to select customers in our Early Access Program who will provide invaluable feedback to our team. To gain access, you’ll need to be a Brex accounting partner. If you’re interested, please contact your Brex relationship manager or email accountants@brex.com.

Pro access enables Brex bookkeepers to close their clients’ books much faster by managing multiple Brex accounts under one email address.

Using a single sign-in

To begin managing multiple accounts with the same sign-in credentials, please first ensure that:
  • Your firm has been added as a Financial Service Partner (“FSP”).
  • Your clients have added your firm as a Brex accounting partner.
  • You have been given external access to client accounts within your company’s Brex dashboard.

Switching between accounts

It’s easy to toggle between accounts by following these steps:

Step 1: Sign in to Brex with your firm’s account.

Step 2:Select the option to Switch company in the top-left corner of the dashboard.

Step 3: Select the company whose dashboard you wish to access.

You’re now logged in to your client’s account and can switch between companies at any time.

Consolidating existing accounts

If you currently have multiple Brex sign-ins for all your clients, the admin of your client’s Brex account can delete the account you were previously using to access their Brex dashboard. You can then switch between accounts with the steps above.

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