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Running one business is a big job. Running more than one is a serious juggling act. We know that as an entrepreneur, your time is your most valuable asset, and anything that adds extra admin to your day is a distraction you don't need.
That’s why we’re excited to introduce a new feature that makes it much simpler to switch between business accounts right from the Capital on Tap app and your online portal. No more logging out and back in again—just a seamless way to stay on top of all your companies.
A new way to manage multiple businesses
Previously, moving between your different company accounts meant completely signing out of one to access another. This could make it difficult to get a quick overview and meant you’d only receive push notifications for the account you were currently logged into.
Our new account switching feature changes all that. If you're a director of multiple companies with Capital on Tap, you can now manage them all from a single login, wherever you are.
Key benefits of the account switching feature
We designed this update to give you a clearer, more connected overview of your business finances. Here’s how it can help:
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Switch in seconds. Whether you’re on the move using our app or at your desk on the online portal, you can move between your different company profiles in just a couple of taps or clicks.
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Get a unified view. See all your linked business accounts in one place without needing separate logins. This can make it easier to get a complete picture of your finances.
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Stay informed with app notifications. When using the app, you’ll receive push notifications for all linked accounts, so you won’t miss a payment reminder or important alert. Tap the notification, and you'll be taken straight to the correct account.
How to use the new feature
The best part? There’s no complex setup required.
If your Capital on Tap business accounts are all registered under the exact same mobile number, the feature is already active and ready for you to use. You’ll find the option to switch companies in a prominent location, such as the main menu in the app or on your dashboard in the online portal. It’s that simple.
