# Switch between organizations and manage clients (CA firms)

> Move between the organizations you belong to, and, as an accounting firm, invite clients and work for them once they approve.

Source: /help/en/account-and-setup/switch-organizations

One login can belong to several organizations. Accounting and audit firms also get **Managed Clients**, a list of client organizations they work for. A firm gets access to a client only after the client approves it.

## Switch organizations

1. In the sidebar, click the organization name under the Alya Books logo.
2. Choose another organization. Pages reload with its data.
3. **Create New Organization** at the bottom of the menu creates another organization with you as owner. Enter the name, optionally the TRN, and choose **My own business** or **Accounting or audit firm**.

## Manage clients (CA firms)

1. Open **Managed Clients**. The line under the title shows how many clients your plan allows, for example "3 of 25 clients".
2. Click **Add Client** and choose a tab:
- **Client on Alya Books (TRN)**: enter the client's TRN and click **Send Request**. The client's owners and admins get an in-app notification; no email is sent, so tell the client or use an email invitation. If no company on Alya Books has that TRN, or more than one does, the request is refused: invite by email instead.
- **Invite by Email**: for clients not on Alya Books yet. Click **Create Invitation**, copy the link and send it to the client. It expires after 14 days. Open invitations are listed under **Open email invitations**, where you can copy the link again or cancel it.
3. The client shows as **Waiting for client** until they accept. Then it becomes **Active**, the invoice figures appear and your firm gets a notification.
4. The bin icon withdraws a request or ends your access. It never deletes the client's data.

## Why clients must approve

A firm can work with a client's invoices and VAT figures, so the client decides who gets that access. Links set up before this rule were paused and show **Needs review**. They become active again when the client accepts them, or when Alya Books has confirmed them with the client.

## Good to know

- Your firm shows as **Verified** or **Unverified** on every request. Alya Books verifies firms after checking the trade licence; write to support@alyabooks.ai.
- Owners can change the organization type under **Settings → Team → Organization type**. A firm with clients or open invitations cannot switch back to a business.
- To open a client and work in it, see [Work in a client's account](/help/en/account-and-setup/work-in-client-accounts). **Enter** appears once Alya Books has switched on web access for your firm; this is done per firm, after checking it, because it lets every member of the firm work in all accepted clients.

## Related

- [Work in a client's account](/help/en/account-and-setup/work-in-client-accounts)
- [Accountant access to your organization](/help/en/account-and-setup/accountant-access)
- [Plans, credits and fee invoices](/help/en/account-and-setup/plans-and-credits)
- [Invite users and assign roles](/help/en/account-and-setup/users-and-roles)