Kick Docs for Accountants | Accountants | Kick Docs

Frequently accessed

Setup Guide
Get your firm and first client set up in minutes

Close Guide
Close the books faster using Kick best practices

Catch-Up Guide
Clean up multiple historical periods for new clients with ease

Multi-Entity
Streamline intercompany review and build automations that run across entities

Categorization
Learn how Kick's model works with Rules to automate categorization with accuracy

Chart of Accounts
Use Kick's CoA templates to automate reporting based on entity type, or create one custom

Transfers
Best practices for clearing account review and transfer automations

Rules
Automate every part of your month-end close

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