Remove or Delete Clients | Accountants | Kick Docs
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Remove a client
There are two ways to remove a client, depending on whether the client should retain access to their Kick workspace.
Delete client
Deleting a client permanently removes the workspace and all associated data from Kick.
Go to the Clients tab and find the client.
Click the options menu (⋯) on that row.
Select Delete client.
This action cannot be undone. If your firm members are the only members in the workspace, the workspace and all data are permanently deleted — including any user accounts your firm invited. Download any necessary reports or data before proceeding.
Remove firm access
If the client will continue using Kick independently, remove your firm's access instead of deleting the workspace.
Go to the Clients tab and find the client.
Click the options menu (⋯) on that row.
Select Remove client.
If your firm still owns billing, you'll be prompted to transfer billing ownership first.
Important: This action cannot be undone. Removing a client revokes your firm's access to their workspace.
Last updated 18 days ago