> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/readme.md).

# Kick Docs for Accountants

Guides for accounting firms running client books in Kick, from firm setup and onboarding through bookkeeping, close, and reporting.

### Frequently accessed

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-rocket-launch">:rocket-launch:</i></td><td><strong>Setup Guide</strong></td><td>Get your firm and first client set up in minutes</td><td><a href="/accountants/best-practice-guides/setup-guide.md">Setup Guide</a></td></tr><tr><td><i class="fa-book-open">:book-open:</i></td><td><strong>Close Guide</strong></td><td>Close the books faster using Kick best practices</td><td><a href="/accountants/best-practice-guides/close-guide.md">Close Guide</a></td></tr><tr><td><i class="fa-triple-chevrons-right">:triple-chevrons-right:</i></td><td><strong>Catch-Up Guide</strong></td><td>Clean up multiple historical periods for new clients with ease</td><td><a href="/accountants/best-practice-guides/catch-up-guide.md">Catch-Up Guide</a></td></tr><tr><td><i class="fa-buildings">:buildings:</i></td><td><strong>Multi-Entity</strong></td><td>Streamline intercompany review and build automations that run across entities</td><td><a href="/accountants/setting-up/multi-entity.md">Multi-Entity</a></td></tr><tr><td><i class="fa-transporter-6">:transporter-6:</i></td><td><strong>Categorization</strong></td><td>Learn how Kick's model works with Rules to automate categorization with accuracy</td><td><a href="/accountants/bookkeeping-workflows/categorization.md">Categorization</a></td></tr><tr><td><i class="fa-bars-staggered">:bars-staggered:</i></td><td><strong>Chart of Accounts</strong></td><td>Use Kick's CoA templates to automate reporting based on entity type, or create one custom</td><td><a href="/accountants/setting-up/chart-of-accounts.md">Chart of Accounts</a></td></tr><tr><td><i class="fa-arrow-left-arrow-right">:arrow-left-arrow-right:</i></td><td><strong>Transfers</strong></td><td>Best practices for clearing account review and transfer automations</td><td><a href="/accountants/bookkeeping-workflows/transfers.md">Transfers</a></td></tr><tr><td><i class="fa-sparkles">:sparkles:</i></td><td><strong>Rules</strong></td><td>Automate every part of your month-end close</td><td><a href="/accountants/bookkeeping-workflows/rules.md">Rules</a></td></tr><tr><td><i class="fa-comments-question-check">:comments-question-check:</i></td><td><strong>Contact Us</strong></td><td>Need help? Our team is here to support.</td><td><a href="/accountants/troubleshooting/contact-us.md">Contact Us</a></td></tr></tbody></table>


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