Add Existing Kick Users as Clients

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.

Is your client already on Kick?

This flow is initiated by your client, not by the accountant. Your client adds your firm from within their existing workspace, and you receive an email invitation to accept.

Share these steps with your client:

1. Click your profile icon in the top right.

2. Click Members (under the Workspace section).

3. Click Add team.

4. Enter one or more accountant email addresses.

5. Set the role to Accountant.

6. Select which entities (businesses) you'd like them to access.

7. Click Confirm for the popup below to send invites.

Confirmation popup showing "We've found an organization linked to this invite" with firm name and Confirm button

After your client completes the steps above, you'll receive an email invitation. Once you accept, their workspace will automatically appear in your Clients tab.

Tip: If the invite doesn't arrive, ask your client to go back to Members and resend it using the options menu (⋯) next to the pending invitation.