When you manage multiple clients, fast switching is essential. Pluvel makes it easy to move between clients without losing your place.
Client switcher
Access the client switcher from anywhere:
Keyboard shortcut
Press Cmd+K (Mac) or Ctrl+K (Windows) to open the quick switcher.
Type the client name and press Enter to jump directly to them.
Click the current client name in the sidebar to see a dropdown of all your clients.
Top bar
The top bar shows the current client. Click to switch.
Quick switcher features
The quick switcher (Cmd+K) does more than switch clients:
| Type | Search for |
|---|
| Clients | Client name, contact, or EIN |
| Pages | ”transactions”, “reports”, “reconcile” |
| Actions | ”add transaction”, “create invoice” |
| Help | ”how to reconcile” |
Recent clients
Your 5 most recently accessed clients appear at the top for quick access.
Favorites
Star frequently-used clients to keep them pinned:
- Click the star next to a client name
- Starred clients appear in a Favorites section
Context preservation
When you switch clients, Pluvel remembers:
- Your last position in each client
- Open tabs and panels
- Applied filters
- Work in progress (unsaved changes are preserved)
This means you can:
- Open transactions in Client A
- Switch to Client B to check something
- Switch back — your transaction view is still there
Multi-tab workflow
Open multiple clients in separate browser tabs:
- Right-click on a client
- Select “Open in New Tab”
- Each tab maintains its own context
Use browser tab groups to organize clients by engagement type or review status.
Side-by-side comparison
Compare two clients without switching:
- Open Split View from the View menu
- Select clients for left and right panels
- Navigate each panel independently
Useful for:
- Comparing chart of accounts
- Reviewing similar transactions
- Checking consistent categorization
Keyboard navigation
| Shortcut | Action |
|---|
Cmd+K | Quick switcher |
Cmd+[ | Previous client |
Cmd+] | Next client |
Cmd+1-9 | Jump to favorited client |
Esc | Close switcher |
Mobile switching
On mobile:
- Tap the menu icon
- Tap current client name
- Select new client from the list
Recent activity
See what you were last doing in each client:
- Open the client switcher
- Each client shows last activity
- Click to resume where you left off
Example: “Transactions - 2 hours ago”
Client permissions
Control what clients can see and do.
