> 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/managing-clients.md). # Managing Clients - [Roles & Permissions](https://docs.kick.co/accountants/managing-clients/roles-and-permissions.md): Control who can access your firm's clients and what they can do inside each workspace. - [Add a Client Workspace](https://docs.kick.co/accountants/managing-clients/add-your-first-client.md): Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team. - [Add Existing Kick Users as Clients](https://docs.kick.co/accountants/managing-clients/add-your-first-client/add-existing-kick-users-as-clients.md): If your client already has a Kick workspace, they can invite your firm directly — no need to create a new workspace from your Clients tab. - [Remove or Delete Clients](https://docs.kick.co/accountants/managing-clients/add-your-first-client/quickstart.md): Remove clients from your firm workspace, or delete them permanently. - [Subscription & Billing](https://docs.kick.co/accountants/managing-clients/subscription-and-billing.md): Manage your firm's subscription, monitor client plans, and track your monthly invoices from the Billing page in Kick. - [Change a Client's Plan](https://docs.kick.co/accountants/managing-clients/subscription-and-billing/change-a-clients-plan.md): Upgrade or downgrade client plans at any time. - [Transfer Client Billing](https://docs.kick.co/accountants/managing-clients/subscription-and-billing/transfer-client-billing.md): Change billing ownership from client to firm, or vice versa. - [Entity Management](https://docs.kick.co/accountants/managing-clients/entity-management.md): Add or remove a client's entities and change their start and end dates. - [Adding & Removing Entities](https://docs.kick.co/accountants/managing-clients/entity-management/adding-and-removing-entities.md): Add or remove entities as your client's business structure changes. - [Editing Entity Start and End Dates](https://docs.kick.co/accountants/managing-clients/entity-management/editing-entity-start-and-end-dates.md): Update the start and end dates that control which transactions sync into Kick, for a whole client, one entity, or one account. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.kick.co/accountants/managing-clients.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.