Add a Client Workspace

Add a new client

From the Clients tab, click Add client in the top right. It takes less than a minute to get a client set up.

1. Enter the client name and business name.
2. Select the entity type for the first business entity.
3. Choose the services you offer to this client.
4. Set the bookkeeping start date.
5. Select the client's subscription - Free, Basic, or Plus.
6. Optionally, invite your client.

{% hint style="info" %} The bookkeeping start date controls when transaction data starts syncing and is the default for all connected accounts. You can update the start date at any time from the Clients tab. {% endhint %}

After setup

Your client's first entity is created during this process. From here:

• Add additional entities if your client operates multiple businesses
• Connect accounts via Plaid, direct integrations, or the Universal Importer

If your client is already on Kick

If your client already has a Kick workspace, don't create a new one from your Clients tab. Instead, have them invite your firm to their existing workspace.

→ Add Existing Kick Users as Clients

Invite your client

Once the workspace is set up, you can invite your client and their team. Many firms prefer to get accounts connected and workflows dialed in before granting access.

→ Roles & Permissions

FAQs