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  • Kick Docs for Accountants
    • Set Up Your Firm
    • Add a Client Workspace
    • Setup Guide
    • Close Guide
    • Catch-Up Guide
    • Chart of Accounts
    • Organization vs Workspace
    • Migration
    • Multi-Entity
    • Integrations
    • Universal Importer
    • Invite your Clients
    • Categorization
    • Transactions
    • Personal to Business
    • Transfers
    • Rules
    • Splits
    • Classes
    • Counterparties
    • Documents
    • Bill Pay
    • Reconciliation
    • Journal Entries
    • Payroll
    • Loans
    • Tasks
    • Locks
    • Activity
    • Insights
    • Profit & Loss
    • Balance Sheet
    • Trial Balance
    • General Ledger
    • Tax Package
    • Tasks
    • Activity
    • Views
    • Memos
    • Invite your Clients
    • Roles & Permissions
    • Add a Client Workspace
    • Subscription & Billing
    • Entity Management
      • Adding & Removing Entities
      • Editing Entity Start and End Dates
    • Contact Us
    • Firm Settings
    • Keyboard shortcuts
    • Plan comparison guide
    • Accountant AI Program
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  1. Managing Clients

Entity Management

Adding & Removing EntitiesEditing Entity Start and End Dates
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