set up your firm.md

Set Up Your Firm

Register for Kick: Turn your firm into an AI-enabled practice—set up your Kick account to get started
Invite your Team: Add accountants, bookkeepers, and staff to your firm so they can access client workspaces.
Free Firm Workspace: Your firm workspace is a Plus-tier environment where you can run your firm's own books, demo Kick to prospects, and test new workflows before rolling them out to clients

Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the ask query parameter, and the optional goal query parameter:

GET https://docs.kick.co/accountants/start-here/set-up-your-firm.md?ask=<question>&goal=<endgoal>

ask is the immediate question: it should be specific, self-contained, and written in natural language. goal is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.