If your account has access to both Clients View and Files View in Connected Desktop, you can switch between the two views whenever you want. Currently, only our tax-enabled plans support the Clients View in Connected Desktop.
Note: If your account doesn't have access to the Clients View in Connected Desktop, this selection will not appear.
- Open Connected Desktop.
- Depending on the view you are currently in, the other view will be grayed out.
- Click on Clients to switch to the Clients View, or click on Files to switch to the Files View.