Change a Client's Plan | Accountants | Kick Docs

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You can change a client's plan at any time from the Clients tab. Plan changes affect which features are available in the client's workspace.

Changing your client’s planDirect link to heading

1. Go to the Clients tab.

2. Hover over the client and click the options menu (⋯)

3. Select Edit client

4. Update the plan to Free, Basic, or Plus

Plan changes are limited to certain roles within your organization. See Roles & Permissions.

Last updated 18 days ago