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15150: Changing the Active Client in the Portal (DAS)


Portal

Drake Accounting®: How do I change the active client in the Portal?

 

To change the active client in the portal, at the top-left corner of the portal, select the drop list for the Active Client. Select the client you wish to be the active client. 

Once you have selected the new active client, the portal will then switch over to the new active client's credentials, users, and employees.

For additional information on the Portal Payroll process, please see Related Links below. 


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