Kick for Accountants

Welcome to Kick’s Accountant Help Center. This is your guide for working in Kick — from setting up a new client to closing the books. Start with a Best Practice Guide, or jump straight to any article in the sidebar.

Frequently accessed

Setup Guide

Get your firm and first client set up in minutes

Close Guide

Close the books faster using Kick best practices

Catch-Up Guide

Clean up multiple historical periods for new clients with ease

Multi-Entity

Streamline intercompany review and build automations that run across entities

Categorization

Learn how Kick's model works with Rules to automate categorization with accuracy

Chart of Accounts

Use Kick's CoA templates to automate reporting based on entity type, or create one custom

Transfers

Best practices for clearing account review and transfer automations

Contact Us

Need help? Our team is here to support.

Accountant AI Program

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