Taulia experience center


What are suppliers currently asking Taulia?


New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.


Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

We’re here when you need us.
Contact Support

Home /

Support Topic

Q. How do I access or switch customer accounts?: 000003466

Article Number: 000003466

Note - This feature may not be available in your portal.

Many users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access to different customers using one user account. If you currently have multiple user accounts in Taulia to access different customers that you would like to combine into one for easier access, please see Q. How do I merge/combine my Taulia accounts into one? to learn how.

You can easily discern that you have access to more than one Taulia account via merge by first logging into your account:

1 - Log into the portal.

2 - As soon as you log in, if you get the page below, this means you have access to more than one Taulia account under different customers:

User-added image

3 - From the Customer Selection drop down, pick the customer you would like to see and it will take you to that specific customer's Taulia portal.

4 - Once you are logged in, you can also switch customer accounts by selecting Change Client:

User-added image

5 - Selecting Change Client will bring a drop down menu option that contains a list of your merged customer accounts. Select the customer you want to see and it will take you to that customer's portal.

Note - Even though the accounts are merged, they all act as separate accounts. The portals do not interact with each other in any way. This also means different features will apply to each account based on your customer's portal customizations.

Was this article helpful?



New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.


Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It