Multiple Profiles is a subscription feature of your primary account that allows you to split your account up to 3 self-contained vaults for separating your affairs into their own containers. Each container has it’s own Connected Apps and all documents are separated from the other profiles.

Then when you want to collect anything inside Veryfi using mobile or web, you simply switch to the profile you want to collect data into.

Learn more here:
https://www.veryfi.com/features/multiple-profiles/

FAQ

Q. What happens if I upload a document (eg. receipt) to the wrong profile?
A. No worries, you can move it to another profile or even your team member Move Document feature.

Q. I need more than 3 x Multiple Profiles to I want to use Profiles for each of my Real Estate companies. 3 Profiled might not be enough.
A. Veryfi support can extend your profiles beyond the 3 at an additional cost of $1 per profile per month. If you are keen, please email support@veryfi.com

Q. How do I switch between profiles inside the web portal?
A. From the left hand side menu press the Profiles dropdown and it will reveal all your profiles. Then press the profile you want to switch into. That’s it. Every time you switch profiles you will see the Profile icon update to the profile you switched to.

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