Managing Multiple Company Accounts

Cake lets you manage multiple companies using one login. Perfect for attorneys, accountants, and other advisors supporting multiple clients.

You can see your current company in the top left corner of your screen.

To switch between companies:

1. Click the company name in the top left corner

2. Select your company from the dropdown menu

That's it! You'll now be viewing the selected company account while using the same login credentials.

Setting up additional companies: If you need to add a new company to your existing login, click the company name dropdown and select + Add New Company at the bottom.